Category Archive for "My 2 Cents"

Tulip 314 x 314

Tulip Mania!

I was over my parents a few weekends ago, while I was in the basement I stumbled across an old book that I read when I first started in the wealth management field back in 1998. The name of the
Read More
Lucille 314 x 314

Riley B. King

In honor of the passing of B.B. King I want to share with you one of my absolute favorite songs, “Lucille” for our May, 2015 song of the month. To me this songs embodies all of his great qualities. He
Read More
Overlooking Clouds_Sky 314 x 314

Wealth Management for the “Real World”

When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom, and wealth and investment management for the “real world”. When discussing this, I always show the following
Read More
Juliette Guitar 314 x 314

Song of the Month April, 2015

April’s song of the month features the “King of the Blues” and “The Sinatra of the Blues” performing together live Let the Good Times Roll. Of course I am referring to B.B. King and Bobby “Blue” Bland.  I know most people
Read More
Song fo the Month 314 x 314

Song of the Month March, 2015

As many of you know or can tell by my posts I am huge music fan, in fact my dream is to own a vinyl record store.  In that vein I will be introducing my song of the month series.
Read More
Highline Collage 314 x 314

Soul, Blues, and Rock! Intrigued?

Welcome to our first post in Focus Planning Group’s new blog series called MY 2 Cents.  My 2 Cents will be about topics that are of interest to me personally and do not necessarily have anything to do with wealth
Read More