Winning the lottery has always been a fantasy and you actually did it!  Congrats or something.  The most important thing to happen in your life just happened and you can't say a word.  And so the irony of winning the lottery begins.

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Everyone I spoke with on Friday asked what I was going to do this long, Labor Day Weekend.  I had no plans.  Little did I know I would spend three important hours watching coverage of Senator John McCain's funeral.

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

All financial advice is not the same.  For far too long, the leaders and lobbyists of the largest financial services companies have intentionally confused the public about what is or isn't advice.  Do most financial professionals give advice?  Yes.  Are they all willing to take legal responsibility for that advice?  No.  

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

On February 2nd, 2018 our firm was featured in the New York Times along with the 600+ other advisory firms associated with the XY Planning Network.  Our firms are changing the way the industry approaches clients and changing the industry at the same time.  Here is an excerpt from that article along with a link to the full column by Ron Leiber, Your Money columnist for the New York Times.