Financial Advisor | CFP® | Dad | Steelers & Penguins fan | iPhone addict |
This weekend was Aubrey’s third birthday. The past few years, we just had her party at home over Memorial Day Weekend. But since she’s a little older and has been to “real” birthday parties, we thought we’d throw a party with her friends this time. Or at least for our friends who have kids… We… [Continue Reading]
No, I’m not slowly morphing into Brett Keisel, circa Super Bowl XLV. I promise. This is for a much better cause. Last year, I participated in the NHL’s “Beard-a-thon”. I was thrilled to raise nearly $1,100 for the Mario Lemieux Foundation through the Pittsburgh Penguins run for the cup. You can read about last years… [Continue Reading]
At the beginning of this year, I set 3 personal goals for myself. I’ve never been a big goal setter. Typically, if I decide on something I want to do, I just start doing it. I’m the same way professionally. I don’t always have a lot of patience for endless discussion around what we should… [Continue Reading]
Although the week started with the Green Bay Packers denying the Steelers “Stairway to Seven” climb, we decided to keep the sports theme going anyway. On Tuesday, we had tickets to the Pens vs Blue Jackets game at Consol Energy Center. Because seeing the Jackets doesn’t elicit the same feelings as playing the Caps or Flyers, and… [Continue Reading]
When I first started writing, I admitted that I tend to be somewhat of a technology snob. It seems that since that time, I’ve actually become known as much for being a “techy” as I am as an advisor. Ideally, it would be nice to be known for what pays the bills, but we’ll get there one… [Continue Reading]
Partially inspired by remembering my friend John Sterrett’s post this time last year, I’ve decided to “write down” a few things I plan to accomplish in 2011. As you’ll see on Monday, I’m not a fan of New Years Resolutions. Mainly because, if you decide to do something, why wait until a random date to… [Continue Reading]
After seeing the Troy Polamalu “Fat Head” commercial, my daughter has been slightly obsessed with him. I’m not sure it if it’s the hair, or if it’s just fun to say his name, but whatever it is, she’s shown a new found “interest” in the Steelers. During today’s game against the Bengals, she heard the… [Continue Reading]
Not too long ago I raced road bikes, and was fairly competitive. Somewhere along the line I didn’t make the time to stay in good enough shape to hang with the local Wednesday night ride, and not long after didn’t ride much at all. I stayed in decent shape by going to the gym most… [Continue Reading]
This year I am “participating” in a great fundraiser for The Mario Lemieux Foundation. I thought this was a great idea last year, but didn’t participate for one reason or another. I decided to try growing a beard this year, and so far so good! Three games into the playoffs, and I’ve already been able… [Continue Reading]
I’m in San Diego this week for the 2010 “Technology Tools for Today” conference at the Hilton Torrey Pines hotel. It is “the” tech event for the financial advisory industry, according to my go to tech expert, Bill Winterberg. But that’s not what I’m writing about today. (For those interested in hearing about the conference,… [Continue Reading]
Last night, the Pittsburgh Penguins "welcomed back" both Jaromir Jagr and Max Talbot. Jagr has been … [Read More...]
Not too long ago I raced road bikes, and was fairly competitive. Somewhere along the line I didn’t make the time to stay in good enough shape to hang with the local Wednesday night ride, and not long after didn’t ride much at all. I stayed in decent shape by going to the gym most… [Continue Reading]
The 2011 edition of the Technology Tools for Today conference wrapped up this afternoon in sunny Weston FL. Like last year, I’ve come away with several ideas about ways our financial advisory practice can make better use of technology. For extensive coverage of T3, check out the live blog by RIA Biz. As for me,… [Continue Reading]
By now you’ve probably seen more than a handful of advertisements or solicitations encouraging you to convert your Traditional IRA into a Roth IRA. If you haven’t, take a moment to google Roth conversions and see how many ads and articles appear, extolling this opportunity. Why all the hype? 2010 marks the first time… [Continue Reading]
