With the new year upon us, I am reminded of a conversation with a client some years ago. “Bill” and “Doreen” had come in looking

As Carol and I strolled down Main Street on our way to Fossati’s for lunch, I stopped to pick up a penny. It’s just a

Over the weekend, I stepped outside of a party to get some fresh air. As I stood there, a gorgeous Mercedes pulled up where a

One of our long time clients, “Nick”, stopped by today. We meet from time to time to discuss family and politics as often as investments.

Last week, my students at Texas Lutheran University got a well deserved break from listening to me yammer on and on. Instead, the interns of

Monday’s announcement that MF Global filed for bankruptcy came as no surprise to those in the financial world. To those outside of it, this filing

As Gov. Rick Perry runs for president, he has referred to Social Security as a Ponzi scheme. This has scared some and made others question

On a recent flight out of Victoria Regional Airport, we were airborne just a few moments when a pocket of turbulence shook the little puddle

This week, my students at Texas Lutheran were confronted with something all investors face sooner or later – a losing position. While their portfolio is

With the volatility of the financial markets, there is renewed pressure upon the Federal Reserve to do something – we are just not sure what.

On Aug. 14 Warren Buffett penned an article in the New York Times stating it was time for the rich to pay more in taxes.

The past two weeks, especially last Thursday, provided a not-so-subtle reminder that people and financial markets do odd and emotional things. The market dropped 512