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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, October 11, 2017

Warren Buffett said the Dow will trade to a million in the next 100 years. According to Forbes Collin James said every day a new number is created. According to Collin James Which one of these statements is absurd? Both, perhaps...

 

Tuesday, September 26, 2017

My fantasy football team lost the first two games of the season. In fact, my team got CRUSHED each week—funny how my “fantasy” team is performing. Team Daniel beat me up pretty bad over the weekend and I think Team...

 

Tuesday, August 29, 2017

On my 20th year of being in business, my 17th year as a Certified Financial Planner, and my third year as a Chartered Financial Analyst; I Ben James, have asked myself if my financial household doesn’t mirror the old bit of...

 

Thursday, July 13, 2017

I can not recall exactly when "hey babe" became how Marki and I address each other, but I believe we use it more often than our names these days. We actually picked the phrase up years ago, in the 90s, watching a comedy with Michael...

 

Wednesday, July 5, 2017

The ROTH IRA soap box OK – I’m officially going to BLOG my RANT. If you haven’t heard me say it yet, I’d be surprised. The ROTH IRA is one of the ways to maximize wealth IF YOU WANT TO AVOID TAXES! I’ve...

 

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Monday, November 14, 2016

The market hates uncertainty above all else. Who said that first? It’s a common phrase now and we have heard it almost every day over the last several weeks from the media. 5 dollar starbucks card sent out to the first person to...

 

Tuesday, October 25, 2016

OK – who are you going to vote for? Wait… wait, I don’t want to know. In fact, I want to fall asleep for the next 15 or so days and then wake up when it’s all over. I’ve seen all I need to see and heard...

 

Thursday, October 20, 2016

Yesterday, Marki and I were taking her very active mom to do some indoor skydiving! We were all excited about the prospects of floating in the air. When we arrived to a locked door, we quickly realized our reservation was for a PM slot...