Financially Speaking Blog
Advisors Talking To Advisors
December 14, 2012
Advisors and the Emotional Burden Carl Richards, 10/18/2011, Morningstar.com "It will come as no surprise to you, but giving financial advice to real people can be emotionally trying. Real people aren't customers to be segmented. Real...Technology and Grandchildren
November 21, 2012
Do you remember when you talked to your kids in baby talk? You know, "Goo, goo" and "Gaa Gaa" while making faces and smiling like a Chessir cat. Grandparents are even worse. They have a PhD in grandbaby communication. ...Too Many Choices
November 9, 2012
I buy my groceries at Kroger. Often times I drive directly in front of the store on the way home from work. So it’s not unusual to get a message from my wife asking me to pick something up on the way home. Sometime back she...The iPad
October 26, 2012
Sometimes an innovation comes along that is a real game-changer. But change is difficult. Because change is difficult, we fail to see the impact that real game-changing innovations has on our lives. I think the Apple technology is...Staying Balanced
September 26, 2012
A recent article in the Wall Street Journal addressed the issues of rebalancing a portfolio to its target asset allocation. The relatively brief article was on point, but did not address the decision-making matrix required to properly execute...Archives
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