This column was published in the Knoxville News Sentinel on Sunday, Jan. 20, 2019. A new year allows us to start fresh and think about new things – new resolutions, […]
What kind of bias do you apply to your finances?
This column was first published in the Knoxville News Sentinel on December 12, 2018 We all fall into traps that have the potential to take us off track of achieving […]
Financial Insights, Reflections on 2018
This article originally appeared in the Knoxville News Sentinel’s business column on November 18, 2018. As this year is drawing to an end, here are a few random thoughts related […]
Try these tips for analyzing your investment needs
This article originally appeared in the Knoxville News Sentinel’s business column on October 21, 2018. The market has recently had the long-awaited “hiccup.” I happened to be at an investment […]
Importance of a Will
This article originally appeared in the Knoxville News Sentinel’s business column on September 30, 2018. Alright everybody, let’s get around to it. There are all these items on our to-do […]
Risk Tolerance: Defining Your Limits
This article originally appeared in the Knoxville News Sentinel’s business column on August 19, 2018. The sky is falling, the sky is falling. Sell, sky! We’re all waiting for the […]
Succession planning, an unexpected side effect
Through this column I try to help the reader address challenges they may be facing by asking myself, “What would I want if I were in their shoes?” Then, I […]
Property Planning for Your Home and More
WHAT property do you have? WHY do you want to transfer it? WHO do you want to receive the property? WHEN do you want to transfer it? HOW do you […]
Cyber Security
Article first appeared in the Knoxville News Sentinel. Last week hundreds of people received an email purportedly from me forwarding an attachment to be opened. Only it wasn’t from me. […]
What you should be doing now
Help! The market is at a record high. What should I do?! Yes, the market was trading in record territories, but things haven’t been as over-valued as they might have […]
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