Month: August 2017

The High of Market Highs: Part 1

Shooting the Rapids Toward Retirement Whitewater rafting is an invigorating experience which draws a global delegation of adventure tourists to our mountain regions each summer. Like many thrill-seeking activities, the rush of shooting the rapids unleashes a full panel of “happy chemicals”— adrenaline, dopamine, and endorphins—which heightens our...

The 401(k) Grab Bag

Every so often we get an opportunity to express our thoughts in a public setting.  Earlier this month, I was fortunate enough to be invited by Chuck Hammond of The 401(k) Study Group to join him on his podcast to answer some questions about Unified Trust, about our...

Marriage & Money: Making Financial Decisions Together

I recently spoke with businessinsider.com about the actions couples can take to have a financially successful marriage.  It all begins with open and honest communication.  I encourage each partner to share not only their financial information–retirement and investment account balances, credit card and other debts, spending habits, etc.–but...

A Word and a Handshake

Did you grow up in small community, a close-knit town or (if you can remember it) before the internet was a factor? Back then a word and a handshake were stronger than any contract or service agreement.   “Trust me” was as good as gold and if you failed...