Financial Advisor | CFP® | Dad | Steelers & Penguins fan | iPhone addict |
Earlier this week, the marketing department at my office sent out the standard year end email this week announcing they would be ordering stationary for 2010, and asking if anyone needed additional business cards ordered. Then last night, at an event for Pittsburgh Young Professionals I met a few people and we exchanged business cards.… [Continue Reading]
When I first heard about Google Wave this summer, I knew I had to have it. I watched most of the long announcement video, but I still didn’t fully understand what it did. But it was new…It was invitation only…and most people i know had never heard of it So I HAD to have it.… [Continue Reading]
I’ve heard that most peoples biggest fear in life is death, or public speaking, or maybe even heights. While each of these are concerning to me, none of them rise quite to that level. For me, it has always been modern technology passing me by. I think this fear stems from when I was a… [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]
