Financially Speaking Blog

Headwinds

March 17, 2014

Several years ago the Boston Globe invited me to make a presentation at an annual public event.  I thought it was a good time to take my family on a visit to the Boston area.  But March weather in Boston is very different than Arkansas March...

Yellen

February 17, 2014

Yellen\’yelln\n : verb 1.Southern for something Momma did a lot of when I didn’t do right 2. The first chairwoman in the history of the Federal Reserve Board of Governors of the United States of America.   Janet L. Yellen is...

The Imaginary Line

November 11, 2013

When I am interviewed by a potential new client, we talk about how I make decisions, think and work.  During the discussion, I always talk about The Imaginary Line. I explain that there is this imaginary line, and on one side is the financial...

The Art of Assessing Risk Tolerance

August 14, 2013

Measuring risk of an investment is mathematical.  Measuring the risk tolerance of a human is art and experience. The biggest challenge of selling investment advice is the determination of a client’s risk tolerance.  Financial advisors...

"No Hiding Place? Unpleasesent thought: If Bonds revert to trend, bondholders will get hammered."

July 5, 2013

One of the most profound business decisions I made for my practice was to ‘go paperless’.  It took quite an investment in technology and cultural change to make that work, but the payoff has been worth it.  Before that time I...

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