Author Archives: Brian

Scary Markets

Let’s play a game. I offer your choice of (A) $1 million in cash now, or (B) a magical shiny penny that doubles in value daily for 31 days. Which do you take? Of course it’s a trick question. Take … Continue reading

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The Popularity of Pessimism

Barbarity swept the European continent between the 5th and 12th centuries by marauding Vikings as they raped, pillaged and plundered. Violation of a nun’s chastity – brides of Christ – could forbid them entry into Heaven. So imagine yourself a … Continue reading

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Need a New Year’s Resolution Do-Over?

Is your New Year off to a rough start – More strength needed to birth a new habit, rocky investment markets, or perhaps your team didn’t make it to Super Bowl 50? Well, you’ll have the chance for a do-over. … Continue reading

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When Your Treasures Have More Than Sentimental Value

What would you bring to Antiques Road Show? It’s a popular show combining history and treasure hunts. And who wouldn’t want to stumble upon a treasure? You’ve heard the stories of the family who had a garage sale “ugly” bowl … Continue reading

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Happy 4th! – Beware of Greeks Bearing Bonds

The bald eagle is an icon that symbolizes American ideals and spirit. The image rode Westward stamped on the lockplates of firearms carried by explorers and settlers, landed in Normandy for the liberation of Europe, rests on the Sea of … Continue reading

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Upsizing Your Home in Retirement – Are You Nuts?

Imagine moving one more time to live your golden years of retirement until independent living is no longer practical or safe. What would you want in the new home and where would it be? Fewer stairs to climb, easier yardwork, … Continue reading

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Give Your CPA a Heads Up

Some surprises bring great joy – a call from an old friend, a door opened, or an unsolicited “You’re awesome!” But walking into your CPA’s office and saying “Oh, one more thing… Did I tell you about a little thing … Continue reading

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5 Financial New Year’s Resolutions

Do you keep your New Year’s resolutions, or take them as folly? The 6th Allianz Life New Year’s Resolution Survey was released last month. It is a national survey with about one thousand respondents. The respondents said their top areas … Continue reading

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Ordinary People Do Extraordinary Things

The Americans’ goals were huge and the challenges overwhelming. The British expected a swift end to the war. How could a group of squabbling colonies and her untrained army overcome the powerful British Empire? America’s Commander in Chief had his … Continue reading

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3 Thoughts Before the Holidays

Today we honor we honor many – the men and women who made the ultimate sacrifice on the decks and fields of Oahu, and those who served in the Pacific and European Theaters of WWII. That Day of Infamy ignited … Continue reading

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