I was amazed at all the important real-life personal finance lessons that can be found in this game, originally published in 1935.
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Blog
5 real life financial lessons from playing a board game with an 8 year old
January 6, 20235 thoughts for 2023
January 4, 20235 thoughts for 2023 (what follows are all my opinions based on my research, reading and experience)
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November 2022 Video
November 3, 2022
Rob’s perspective on recent market events.
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Rob’s Mid-Year 2022 Market Update video
July 20, 2022
Please take a few minutes and watch Rob’s Mid-Year 2022 Market Update video.
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Market Thoughts June 2022
June 21, 2022~003.png)
Please take a few minutes to listen to Rob's thoughts on the recent market volatility.
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Rob’s perspective on market timing
March 23, 2022
Please take 5 minutes to hear Rob’s perspective on market timing.
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Market Volatility Video
March 3, 2022
The recent market volatility has convinced us it was time for another Video Update. Please take a few minutes and watch Rob’s latest video on Market Volatility.
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Thoughts on recent market events
March 3, 2022
Rob's thoughts on recent market events
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Great Expectations
November 10, 2021
Are investors’ expectations unrealistic?
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YOLO!
December 7, 2020
While possibly fun, a YOLO! mentality can potentially have a devastating impact on your personal finances.
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5 ideas to get your long-term portfolio back on track.
June 12, 2020
I panicked in March/April! Now what do I do?
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Market Volatility and Risk Tolerance
June 9, 2020
Rob discusses market volatility and risk tolerance in his latest video update.
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Video Commentary May 12, 2020
June 9, 2020Watch Rob's latest video regarding his thoughts on the market.
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OK….so now what?
April 15, 2020
No one knows what lies ahead for the planet, never mind the market, in a Shelter-in-Place, Covid-19 world, but here are a few thoughts:
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3 things to consider doing right now with your portfolio.
March 19, 2020
No one alive can say they have lived through anything like the current hysteria surrounding Coronavirus.
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5 Lessons I learned from surviving the financial crisis of 2008/09
March 11, 2020
The recent market volatility and pull back of roughly 15% from the peak value of the stock market, is likely NOT the start of another Great Recession.
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The stock market? It’s just a giant casino!
February 7, 2020
While there can be some similarities between investing and gambling, when done properly, investing over the long term...
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5 life impacting decisions to discuss with your financial advisor
February 4, 2020
I am a firm believer that good financial advisors help clients make important financial and life decisions.
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You're the Man...
February 4, 2020
If you watch cable news channels, you’ve seen the ads. Family man, can’t sleep, working from home in a modern...
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Why the waiting game is often a gamble.
February 4, 2020
As a financial advisor, I work with clients with a range of financial strategies, and for a few, the strategy is waiting. And I’m not referring to waiting tables.
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Back to school
February 4, 2020
Why you might not want to use a 529 plan. Back to school serves as a painful reminder to some parents that their kids aren’t getting any younger. To some, this is a time to review the plans to pay for their kids’ future college tuitions. Savings for college and perhaps using a 529 plan are all well intentioned, but sometimes I find parents should be focusing on other priorities. Here are 3 reasons why you might NOT want to use a 529 plan to save for college
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Couple's Therapy
February 4, 2020
When working with couples and their money, I am often hear something like “Sorry, I know you’re not our marriage counselor.” Though I’m certainly not trained as a couple’s therapist, I do recognize that one of the primary reasons why couples fight, or even get divorced, is over money. I feel the role of a good financial advisor is sometimes to get both parties on the same financial page. And, in a world of easy access to do it yourself investment p
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Keeping up with the Joneses? Stop! Stay away from the Joneses!
July 23, 2019
Helping clients not only understand their behavior in terms of spending, saving, and investing but also the why
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Congratulations, you’re rich. Now how do you stay rich?
May 30, 2019
Welcome to my new blog series written specifically for this in the top 5% of income earners
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To Pay the Fee, or Not Pay the Fee, That is the Question.
May 28, 2019
The Merits of Paying a Financial Advisor to Manage Long Term Oriented, Low Cost, Index-Based Portfolios
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