Financial Advisor | CFP® | Dad | Steelers & Penguins fan | iPhone addict |
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]
I just returned home from spending the past four days in Las Vegas, NV for this years edition of BlogWorld Expo. Along with nearly 5,000 other bloggers I attended multiple keynote presentations, and 13 individual sessions. I feel as if each session deserves it’s own post, but I’ll do my best to hit the highlights… [Continue Reading]
This past week, I attended the first two games held at the Pittsburgh Penguins new barn, the Consol Energy Center. I’ve been going to games at the Civic Arena since my Dad started taking me when I was in junior high. Although I had no problem with the Civic Arena, I was looking forward to… [Continue Reading]
After running my first 5k in several years, I signed up for the 33rd running of the Pittsburgh Great Race 10k. It seemed fairly intimidating when I signed up. Not because of the distance, but based on the organizers capping the entries at 14,000. I ran the Debbie Green 5k earlier in the summer mainly… [Continue Reading]
Last week over 200 young West Virginians and I attended the Generation WV conference in Charleston, WV. The mission of GenWV is to cultivate young leaders (21-45) across the state of West Virginia. Having missed the first two editions, I was excited to attend the sessions, meet new people, and meet a few people I… [Continue Reading]
I spent the past four days meeting and networking with advisors and and industry vendors at the 2010 T3 conference at the Torrey Pines Hilton in La Jolla, CA. My initial expectations for the event were based on the lineup of sessions and vendors, but found out quickly the true conference happens outside the structured… [Continue Reading]
I first became aware of the Free Wheelchair Mission on Saturday May 30, 2009. On this night I attended a birthday party of a friend of mine who requested donations to the mission in lieu of gifts. I mostly remember the exact date since it was game 1 of this years Stanley Cup finals. I… [Continue Reading]
In October, I attended my first Create West Virginia Conference in Huntington WV. You can read more about the mission of Create and my experience above. During the conference, I learned that several leaders from the City of Wheeling were very interested in bringing the 2010 conference to Wheeling. They were planning on meeting soon… [Continue Reading]
If you’ve attended just about any Pittsburgh Steelers games this decade, you’ve heard their “anthem”, Renegade, by Styx. Similar to Sweet Caroline at Boston Red Sox games, it’s something that nobody could remember when it started, or why it was effective. Wonder no more. The good people at NFL films have put together a 30… [Continue Reading]
Earlier this week, I had the pleasures of attending the third annual Create West Virginia conference, in Huntington WV. The purpose of the conference is to “spark new economy growth” in West Virginia. New economy, is defined as those industries who generate income from the development of intellectual property and innovative entrepreneurship. The conference officially… [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]
