Heal your business model!

“Managing money is the most profitable business in the United States.” Jason Zweig pulled this quote for his recent Wall Street Journal article from a 1996 speech made by Arthur Zeikel, then president of Merrill Lynch Asset Management. Zweig’s article, “Financiers,...

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Hyperbole – synonyms: exaggeration, overstatement, magnification, embroidery, embellishment, excess, overkill. There’s been a lot of hyperbole in the financial news the last few days – below are some examples I culled from news stories: a big whoosh lower massive...

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In the news…again!

Johanna Willett's article "This free Tucson finance class for millennials helped me master money" appeared last week in the Tucson Life section of #ThisIsTucson, an online platform of the Arizona Daily Star: This free Tucson finance class for millennials helped me...

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“Oh, come on!”

That’s what I said to the radio yesterday morning. In response to the government shutdown, a hydrologist with the U.S. Geological Survey was asked the question “how with this affect you?” and, to my dismay, he said “I can’t miss a house payment. If I miss a paycheck,...

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We talk about life balance, a balanced diet, balancing work and play, the balance of nature. Now’s an important time to talk about balance and our investments. All too often investor behavior hurts us when making buying and selling decisions. We get excited and buy...

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Love and Money

Couples who report disagreeing about finances once a week are over 30 percent more likely to get divorced than couples who report disagreeing about finances a few times a month. This from a study of 2,800 couples surveyed in 1987 by the National Survey of Families and...

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Arizona Tax Credits, a win-win

‘Tis the season for charitable giving and, with tax filing just around the corner, you may be able to re-direct tax dollars owed to the State of Arizona to a charity or school of your choice. Arizona offers a dollar-for-dollar credit for certain programs: The Arizona...

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A dog story

My friend and neighbor, Joe, grew up rough. His family moved frequently from place to place, sometimes living out of their car, sometimes out of a trailer. While in a trailer park in Northern California, they noticed a stray dog. The owner of the park said if someone...

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It’s been verified!

I meet with a lot of young adults through our 3rd Decade program and I’ve noticed what they pay for auto insurance is all over the map. So I was relieved to see the recent story in the Arizona Daily Star that reported just that – the headline read “You could be paying...

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Increasing new investors' confidence and lifetime success through financial education.

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