Format: Blogs

Milliennials and Money: Starting the Conversation

Parents of Millennials know that when it comes to money and finance, Millennials are a paradox. They’ve been characterized as short-sighted fun-seekers, often living back at home with their parents, and more concerned about vacation time than building a career. But a closer look at this generat[...]

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Not All Strawberries and Cream

Today marks the end of the two week Wimbledon Tennis Tournament. An American, Serena Williams, won the women’s final and a British (ne Scottish) tennis player, Andy Murray, won the men’s final in convincing fashion. This may be the salve the Brits needed after the “leave” Brexit vote created[...]

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More of the Same is Not so Bad

As we plan our holiday weekend we were discussing our attendance at the Stone Bank July 4th parade.  My wife and son are excited about this family tradition while I was hoping for something new.  Stone Bank is a small unincorporated town 30 miles west of Milwaukee and the parade is everything a sm[...]

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Stairway to Heaven

Last week, Jimmy Page, the lead guitarist for the iconic band, Led Zeppelin, was in the news regarding a copyright infringement case concerning the opening riff for the song Stairway to Heaven. We don’t know how the case will turn out, but it gave me the opportunity to revisit the lyrics from this[...]

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The Retirement Income Challenge: Investing for Retirement in a Low Yield Environment

In an ideal situation, retirees seeking to live off of the income generated by their portfolios never have to tap principal. Historically, this has meant an income-oriented portfolio filled with bonds, dividend paying stocks, or annuities. Unfortunately, in today’s environment it’s hard to ge[...]

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From Basketball to Family Business: Are We Letting Children Fail?

In my last post I reflected on the opportunity to be a coach for my daughter’s grade school basketball team, and the insight it provided into the dynamics between parents and children in a family-owned business. The experience brought into focus my own experiences working for my father and the com[...]

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Annual Fiscal Physical Key to Your Financial Health

Reviewing and maintaining your financial health has parallels to your physical health, especially for pilots, who are required to get physical examinations in order to keep flying throughout their careers. Failure to maintain your medical certifications at the prescribed intervals could result in si[...]

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I’m Not Smarter Than A Fifth Grader: Lessons in Parent-Child Relationships

This past winter I had the wonderful opportunity to be a coach for my youngest daughter’s grade school basketball team. As the season got underway, it was clear we had a group of very eager players coming together to learn, have fun, and play the game with the intention of winning. I saw our role [...]

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Retirement Goals Can Focus on Meaning – Not Just Money

I usually talk about planning for retirement by focusing on financial goals and building a portfolio for a comfortable retirement. But, for this post, I want to talk about your retirement lifestyle. Retirement is envisioned as the time after your career to pursue a few dreams such as traveling aroun[...]

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Becoming Truly Innovative: A Family Value

For a firm to become truly innovative, Gary Hamel and Nancy Tennant suggest in their recent Harvard Business Review article all employees should be taught to think like innovators. In this view, explained in a previous blog, innovation is not the exclusive purview of a few creative geniuses, but st[...]

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