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Between the Lines

Thoughts on money, family, and the moments in between.

Bite-sized, real-life reflections—no jargon, no spreadsheets. Just ideas worth sitting with.

 

Wall Street Energy. Main Street Vibe.  

Monday, February 9, 2026

True diversification happens inside your investments — not by spreading accounts across advisors or self-managing pieces. Fragmented accounts make planning less coordinated, less tax-efficient, and harder to adapt as life changes.

Monday, November 10, 2025

When life stops following the plan, it can feel like everything’s on fire. But maybe the burn isn’t destruction—it’s renewal. Maybe this is where the next version of you begins.

Monday, November 3, 2025

Most families avoid the money talks that matter most. This week’s Campfire Conversation explores how honest, intergenerational conversations—between parents and kids—can turn silence into clarity, connection, and a lasting legacy.

Monday, October 27, 2025

Fear often hides behind “caution” or “waiting for the right time.” But staying in the haunted hallway of maybe has a cost. This week, we explore fear-based decisions—and how to move forward with clarity, not ghosts.

Monday, October 20, 2025

Legacy isn’t built on paperwork. It’s shaped in everyday choices, the stories we tell, and even the silences we leave behind. Some trails we inherit, others we cut fresh—but every step becomes part of the path others will follow.

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Monday, October 13, 2025

Money fights aren’t always about dollars—they’re about different financial languages. This week’s Campfire Conversations explores how couples can translate those differences into connection instead of conflict.

Monday, October 6, 2025

We crave control—spreadsheets, predictions, perfect timing—but life rarely sticks to the plan. This week’s Campfire Conversations explores false certainty, why it traps us, and how flexible planning brings real peace of mind.

Monday, September 29, 2025

Avoidance feels easier—until it costs more. From health checkups to financial plans, delaying only adds stress and risk. This week’s Campfire Conversations asks: what have you been avoiding, and what’s one small step you can take today?

Monday, September 22, 2025

This fall, we’re launching Campfire Conversations—a space for real talks about money and life. Week 1 asks: what’s the story you’ve been telling yourself about money… and is it still serving you? Ready to rewrite your story?

Monday, August 18, 2025

Your brain’s been messing with your money — and you didn’t even know it. This week, we’re recapping 6 sneaky investing biases and showing you how to spot them, stop them, and finish strong. Ready to outsmart yourself?

Monday, August 11, 2025

Confirmation bias leads us to favor information that supports our beliefs — and ignore the rest. This week’s post explores how it impacts investors and how to break free before it quietly steers your strategy off course.

Monday, August 4, 2025

Anchoring bias makes us cling to past prices that no longer matter. This week’s post breaks down how it shows up in your portfolio—and how to break free before it costs you.

Monday, July 28, 2025

When markets move fast, it’s tempting to follow the crowd. But herd mentality can lead investors off course. This week’s blog breaks down how to spot it — and how to stay grounded when the group gets loud

Monday, July 21, 2025

Feeling confident is good — but in investing, overconfidence can lead to risky bets, missed red flags, and costly mistakes. This week’s blog explores how this bias shows up, and how to stay grounded in process—not just gut instinct.

Monday, July 14, 2025

We tend to believe that what just happened will keep happening — and that mindset can sabotage smart investing. This week’s blog breaks down Recency Bias, how it shows up, and how to keep it from steering your decisions.

Monday, July 7, 2025

Let’s say you invest $10,000 and it grows to $12,000. That $2,000 gain? Feels pretty good — maybe you even celebrate a little. But if that same $10,000 drops to $8,000? That pit in your stomach lasts a whole lot longer. Why?

Friday, July 4, 2025

Why even smart investors make irrational decisions — and how to avoid the trap.

Friday, January 1, 2021

While we have turned the page to 2021, we have not necessarily started a new book. Rather, we have optimistically moved to a new chapter.

Friday, November 20, 2020

Policy makes markets, Politics break markets, and Politicians have no “say”.

Wednesday, September 9, 2020

August was another very strong month for the financial markets. With the S&P 500 and Nasdaq Composite notching new highs, the Dow Jones Industrial Average finished just shy of a new high-water mark.

Tuesday, September 1, 2020

Record unemployment + global economic shutdown = all-time stock market high’s? That can’t be right, can it? How could our economy, at least on the exterior, seem like a pile of rubble, yet we continue to see the market soar to new...

Wednesday, August 12, 2020

July, for all intents and purposes, marked a strong start to the second half of the year for global markets. Stock prices started the month with optimism coming off early COVID vaccine trial results and a significantly-better-than...

Friday, June 5, 2020

For the second straight month, May saw equity (stock) markets around the world continue to rise. Fixed-income (bond) markets participated in the May rally as well. So what lies ahead?

Monday, May 25, 2020

Last fall we sent out our annual portfolio review letter discussing some of our thoughts from 2019 and some of our forward-looking expectations for 2020. Here we are, roughly half a year later and living in a very different world...

Thursday, April 30, 2020

Soaring unemployment. Bailouts and stimulus packages. Panic on Wall Street and Main Street. As we inch further, week by week, into 2020 we are reminded again of past recessions. Are we heading towards a 2008 reprise?

Friday, April 17, 2020

Recently, I was joking around with a father of three at our latest “socially-distant neighborhood happy hour” (basically yelling from driveway to driveway, up and down the street), that we needed him to organize a family basketball...

Tuesday, April 7, 2020

Over the past few weeks, we have heard words and phrases that we never thought we would ever have to know. Idioms like “flatten the curve” and “social distancing” have essentially become part of our daily language. There has been a...

Monday, March 16, 2020

March 2020 has been a rough month for the markets. This week has been a continuation of what we have seen since the end of February, much like the song lyric above. This time around has been even rockier than last week. We have seen...