Category Archives: Wealth Management

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

Posted in Wealth Management | Comments Off on The Popularity of Pessimism

Going for the Gold

They’re soaring, flying, gliding and scoring. Men and women from across the globe are competing in Sochi for the gold. My athletic glory days may be past, yet I’ll root the youngsters on. However, I’ve got gold to pass on … Continue reading

Posted in Wealth Management | Comments Off on Going for the Gold

Keep Your Feet Off the Bottom

River guides told us the rapids would capture our attention, but the canyon would capture our hearts. They delivered on both and we’ll have a lifetime of memories of whitewater rafting on 18 miles of the remote Tuolumne River. They … Continue reading

Posted in Wealth Management | Comments Off on Keep Your Feet Off the Bottom

Wealth Management – 3 Reasons Not to Stash Cash

Sitting idly on the beach, I read that Corona beer was first brewed in 1925. I flipped to the business section and read about the long term returns on investments – stocks, bonds, etc. I mused, “If grandpa had only … Continue reading

Posted in Wealth Management | Leave a comment

It’s OK to be Optimistic

Of course I accepted the challenge. A couple of friends invited me for an indoor rock climbing experience. Looking up that 35’ wall – it adorned with comfy finger grips, and me with rope, harness and fancy shoes – I … Continue reading

Posted in Wealth Management | Leave a comment