Husband,father,Registered Investment Advisor. former Mayor of Cedar Hills, Utah and conservative columnist and speaker.

Utah
Joined February 2009
In Barron's newsletter focusing on women financial advisors, they highlight a coming book that includes wisdom from top women investors. tinybfs.com/t/wrv9ie
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Many caregivers for older loved ones are stuck in a painful dilemma: They're willing to put their financial security at stake to care for loved ones today, but that leaves them at risk of being a burden on their families later on as tinybfs.com/t/JROrur
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It could be a good time for you to adjust the amounts of protected and variable retirement income that you receive. tinybfs.com/t/mFWcLU
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Melinda French Gates joined Francine Lacqua on Bloomberg's "The Pulse" to discuss new Gallup-Pivotal research, which finds that in the US, more than half of women reported a negative healthcare experience in the past five years. tinybfs.com/t/AesV6J
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Workplace plans typically cost less for basic coverage, but Medicare often gives beneficiaries greater freedom to pick doctors and no surprises on expenses tinybfs.com/t/ayP8KQ
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From 1950s commercials to Uzbekistan’s version of “America’s Got Talent,” legendary investor Warren Buffett can’t resist the algorithm either. tinybfs.com/t/Tc3AZb
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Learn how tax loss harvesting can reduce your capital gains taxes, offset ordinary income and position your portfolio for long-term growth entering 2027. tinybfs.com/t/Fa5LN0
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If you want to save cash on gas, take some tips from America's most miles-per-gallon obsessed drivers. tinybfs.com/t/v146iN
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The U.S. government is paying more to borrow than it has since 2002, but that doesn’t mean markets are sounding the alarm over U.S. debt levels yet, analysts say. tinybfs.com/t/d27rbJ
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Millions of people save for decades for the day when they turn in their laptops and never have to work again. When the day comes, though, many fear spending down their nest eggs. tinybfs.com/t/FUFWny
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Ryan Nece talks about investing after football and where he is deploying capital now. Nece discusses whether he is putting all of his money into AI, setting up a conversation about current investment priorities and how athletes can tinybfs.com/t/01Dw8P
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A Monte Carlo simulation, widely used in financial planning, calculates the probability that you’ll run out of money before you die. tinybfs.com/t/liLugP
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Tokenization is doing more than putting familiar assets on a blockchain—it’s helping build a 24/7 financial system with its own rules, risks, and investor behavior. tinybfs.com/t/8NHIVh
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Don't retire. This article describes what to do instead: Find a new identify, discover purpose, develop structure, control ego, and find your tribe. tinybfs.com/t/rkFBSL
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History shows that market manias tend to end when the capital spigot turns off. tinybfs.com/t/QA60Ye
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Gen Z may feel more financially pessimistic than any generation before it—but the data tells a more complicated, and more hopeful, story. tinybfs.com/t/hHCoEL
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There are many unrecognized trade-offs to home ownership that can make renting a better economic choice tinybfs.com/t/rYYPLp
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Here is what genuinely diversifies a portfolio now, versus what just looks like it does. Beware of the increase in AI exposure across supposedly distinct assets. tinybfs.com/t/kAsNsF
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The Fed official said inflation was the central bank's 'big challenge.' tinybfs.com/t/oyl6jG
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Congratulations, you're a manager now! But there's no promotion — or a raise. tinybfs.com/t/DcHexC
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