Recently, as we sat watching the aftermath of the latest hurricane and the devastation of Puerto Rico, my nine-year-old looked on sadly at all the families searching for loved ones in the rubble and asked, “Dad, what can you do…

Dear Ms. Frierson, I hope this letter finds you well.  You probably don’t remember me, but I was in your kindergarten class in 1976 at Andrew Jackson Elementary.  You were my first teacher and my first memories of school as…

Exactly 10 years ago, Steve Jobs and Apple introduced the iPhone and changed our world forever.  Remember what the world was like 10 years ago?  Not only was there no iPhone, there were no apps, Twitter, or Instagram…and Facebook had…

The term “Successful Outcomes” has become a poplar theme in today’s Financial Industry lexicon. Whether it’s specific to retirement planning or other financial planning goals, there seems to be an increasing awareness on determining and pursuing the key ingredients that…

Now that the dust has settled on 2016, it will be remembered as an excellent year for equity investor.  However, the headline numbers for the year don’t even begin to tell the story. It seems like a distant memory now,…

Hurts So Good As we consider the solid year-to-date performance of the investment markets, it reminds me of one of my favorite and most iconic songs of the 80’s. In 1982 John Cougar Mellencamp released his first iconic album. There…

Recently we took our (Mitch’s) family to visit Disneyland in Anaheim, which was celebrating its 60th birthday in spectacular fashion.  As we watched the fantastic light show and parade at the end of the day it struck me at how…

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness…it was the winter of despair, it was the spring of hope”. A Tale of Two Cities,…

One of the things our family looks forward to is family movie night.  It is amazing that even our 14 year old manages to put down her iPhone (parents – can you relate?) for a couple of hours to hang…

And Other Lessons from PeeWee Football… One of the joys of being a parent is occasionally having the opportunity (and maybe sometimes obligation!) of coaching your child’s sports teams.  Of all the sports, football for 6-7 year olds is one…