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Fifteen Minute Financial Advisor

May 26, 2020

My good friend Ashby Daniels wrote a book about Medicare. Unlike most medicare writing, this is written in plain English, and allows the reader to really understand what the author is saying. This week I share my takeaways and why I think it's important for everyone to know a little something about...


May 19, 2020

Rihanna and Jay Z dropped some insurance truth-bombs in the 2013 chart-topping hit "Umbrella." While they probably weren't thinking about insurance, personal liability umbrella insurance may save you, or me, a lot of money in our lifetimes. I don't sell this insurance but I recommend you take a look at your...


May 12, 2020

Portfolio's are a lot like pizza. You have some basic, common components and you get to add the toppings that suit your taste. You don't want mushrooms on your pizza, no problem! You don't want weapons manufacturers in your investments, they're gone. But when you find the right combination, it's magic.

 

Questions?...


May 5, 2020

Berkshire Hathaway's 2020 Shareholder Meeting was live streamed for anyone to watch, shareholder or not. It was hours of Warren Buffett speaking, answering questions and conducting the official meeting of shareholders. As always, his genius shined through the day. 

 

Questions? Email me:...