True Wealth versus Riches
I had an emotional week! I’d call it a Peter Lynch experience. You might remember him as one of the most successful mutual fund managers ever at Fidelity. Then he …
Financial Train Wrecks and 3 Ways to Help
One reason I loved being a banker was because of the front row seat it gave me to watch train wrecks happen with money. Of course, it’s also a great …
How to find Hidden Treasures in a low interest rate world
He can’t even run his own life; I’ll be damned if he’ll run mine. Jonathan Edwards, Sunshine Go Away Today (1970) I hate it when I sense someone is trying to …
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What to Tell our kids about money
One of the greatest joys in life these days is the opportunity to enjoy a lively meal with one or more of my five millennial kids. Three of them are …
True confessions of a Loan Shark
The speaker was passionate. “You bankers need to understand our culture is not like your culture! In our community, we don’t expect bills to be paid on time. If you …
How to Enjoy Money, Happiness and Purpose
Money, Happiness and Purpose COVID canceled my family’s annual camping trip this year to Glacier National Park. But Montana is a very big state with a lot of hidden jewels …
How to Find Purpose in Retirement
Retirement! The finish line? Yesterday, I received news of another friend retiring after more than 40 years in a successful career. I sent him a quick welcome to the wild …
Quarantines, Spending and Happiness
In stunning reports the U.S. Bureau of Economic Analysis reported consumer spending dropped 6.9% in March and a staggering 13.6% in April. Both of these drops are the largest on …
The One Thing Every Marriage Needs
I have an incredible wife. Nancy is smart, beautiful and loyal. We have lots of common interests like taking long hikes though the mountains of Montana, or spending time with …
John Bogle R.I.P.
John Bogle died on January 16, 2019. We all know people that helped us succeed, but seldom, if ever, in the history of investing has anyone stood alone as the …