Where’s Waldo? My Recent Appearances

Occasionally, others ask me to share some insight with their audiences on a variety of personal finance topics. I’m always grateful to them for sharing the opportunity. Here are a few of my recent appearances for (what I hope is) your reading pleasure: Unstuck | How to Fix Your Worst Money Mistakes So you’ve made […]

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Train a Monkey to Throw Darts or Pick the S&P 500 Index? A Look at 2014’s Performance

“Maybe life is random, but I doubt it.” –Steven Tyler There’s a news radio station in Fort Worth that has almost all of its daytime weekend programming related to money, investing, and personal finance. It’s almost like the programming folks at CNBC decided to take over this radio station on the weekend, because, unless the […]

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Rebalancing Your Real Estate Portfolio

“There’s a lot of — I don’t know what the term is in Austrian, wheeling and dealing.” –Barack Obama If you are a real estate investor and you come from the Warren Buffett school of investing, then you’re probably likely to want to buy a property and hold onto it forever. That’s what I thought […]

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Bridging the Between Gap

“Most children threaten at times to run away from home. This is the only thing that keeps some parents going.” –Phyllis Diller For 18 or so years, your parents raised you. They gave you a home, clothing, food, and love. They carried you to soccer games, plays, slumber parties, amusement parks, and a host of […]

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Don’t be the Taxi Driver

“The one thing you shouldn’t do is try to tell a cab driver how to get somewhere.” –Jimmy Fallon “Life is like a taxi. The meter just keeps a-ticking whether you are getting somewhere or just standing still.” –Lou Erickson Imagine that you’re a taxi driver in New York City. You live modestly, so you […]

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The Scarcity Mindset, the Abundance Mindset, and the Impact on Public Policy

Note: A couple of years ago, I had a discussion with one of the deans of the Frank Batten School of Leadership and Public Policy at the University of Virginia. We discussed collaborating on a white paper for publication addressed at state and national government leaders. Naturally, time and other priorities took hold, and said […]

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