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...

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