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When and Why You Should Sell Your Stocks

This is the age-old question for all stock market investors… When is the best time to sell my stocks? As we all know, the answer is never just as simple as “Buy low. Sell high.” It’s not always easy to… Read Now >>

April 2015: March Momentum and April Rules

April 1, 2015

People like to call this time of year either March Madness or April Fools. From our experience, it’s more fitting to call it March Momentum and April Rules. With college basketball in a frenzy and a Shark Tank far from… Read Now >>

10 Success Principles from Mark Cuban & Bo Ryan

March 29, 2015

This past week I had the privilege of seeing Mark Cuban (think Shark Tank and Billionaire owner of the Dallas Mavericks) and Mark Burnett (Producer to 11 Television Shows including Survivor, Shark Tank and The Voice) at the USC Marshall School… Read Now >>

Money Madness

March 24, 2015

Are you a college basketball fan? Have you been watching any of the games during March Madness? I have been paying a bit more attention this year because my Wisconsin Badgers are a #1 seed and have made it to the… Read Now >>

Highlights from Warren Buffett’s Annual Letter to Shareholders

March 1, 2015

On Investing I know of no way to reliably predict market movements. For the great majority of investors, however, who can – and should – invest with a multi-decade horizon, quotational declines are unimportant. Their focus should remain fixed on… Read Now >>

March 2015: The Upside in the Next 50 Years

March 1, 2015

2015 is not a leap year but from an investors standpoint there is no better person to look ahead (or go back in investing time) with than Warren Buffett. His annual letter was released this past weekend and because we feel it so important… Read Now >>

A Financial Life Ratio You Should Know

February 19, 2015

This past weekend I was watching the NBA All-Star Game and the statistics they were showing of the best players had me thinking. I grew up playing competitive sports and am a huge sports fan. The common thread in all… Read Now >>

February 2015: How to Accelerate (and not deflate) Your Way to Wealth

February 3, 2015

How did the first month of 2015 go for you? Are you on track to reach your goals? Despite Seattle losing in the Superbowl, we wanted to share with you Coach Pete Carroll’s team rules as they are very similar… Read Now >>

The Importance of Asset Allocation

January 31, 2015

By now, most of you are aware of the recent market volatility. If you watched our Market History video from a few weeks ago, you should know that volatility is something to expect every year of your investing life (despite… Read Now >>

The Importance of Understanding Market History

January 31, 2015

With all that’s going on in the world, I know some people are feeling skittish about the stock market. But let’s not lose perspective or abandon your long-term investment plan because of that. There’s a great Warren Buffett quote that… Read Now >>

4 Ways You Can Use Your Kids to Lower Your Taxes

January 19, 2015

This weekend I received the first two of many tax documents I will need to prepare my 2014 tax returns. It also coincided with my baby girl turning three months old. These events got me thinking about all the ways… Read Now >>