Financially Speaking Blog
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...Yogurt, Apples and Banana Splits
May 10, 2013
The first TCBY Yogurt store I ever saw was in a shopping center on Rodney Parham Road in Little Rock. It was on my way home after work and can remember the line of customers flowing out the front door and down the sidewalk. “What...Andy Hardy's Home Mortgage
February 26, 2013
For some reason I am fascinated by the way things used to be in contrast to how things are today. When was the last time you watched an Andy Hardy movie? Life in the 1940s seems so simple and less stressful. I don’t know for...Archives
- October 2019
- July 2019
- May 2019
- February 2019
- October 2018
- June 2018
- April 2018
- March 2018
- February 2018
- January 2018
- September 2016
- March 2016
- February 2016
- January 2016
- November 2015
- October 2015
- September 2015
- August 2015
- June 2015
- May 2015
- November 2014
- October 2014
- August 2014
- July 2014
- June 2014
- May 2014
- March 2014
- February 2014
- November 2013
- August 2013
- July 2013
- May 2013
- February 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- April 2011
- December -0001
