Monday, January 19, 2026

News and Ideas Worth Sharing

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Tag: financial advisor

BUSINESS MONDAY: Spotlight on Salisbury Winter Sports Association’s Jumpfest—Defying gravity for 100 years!

In addition to its annual event (taking place February 6-8), the nonprofit organization holds training and other opportunities for aspiring ski jumpers.

CAPITAL IDEAS: Take CARES of yourself

At the heart of this, it’s a medical issue, not an economic issue. The virus will determine the pace and the path of economic recovery.

CAPITAL IDEAS: Big data: Where is the ‘smart’ money going?

I say that we financial advisors are “supposed” to be smarter, but I’m not sure how true that is.

CAPITAL IDEAS: The Bank of Mom and Dad

The Bank of Mom and Dad, I bet, is not a new concept to you. But what might be less familiar to you is the Bank of Junior, which has an obligation to pay the cost of elder care for aging parents.

CAPITAL IDEAS: Enough is enough

It's very easy for me to tell you what to do at extremes: Do what feels the worst and go against the crowd. But we’re not at extremes now; indicators are mixed. So what to do now?

CAPITAL IDEAS: You are not going to be OK

My point is that it’s not just about investing—you’ve got to be aware of your mistakes. Humans tend to be overconfident in their skills.

CAPITAL IDEAS: Advising seniors

Dalton -- When I work with a business owner to improve their company, one of my main points is that whatever your industry looks like...

CAPITAL IDEAS: Financial advisors are the worst

Have a conversation with your financial advisor. It’s perfectly appropriate for you to ask for tax returns or profit-and-loss statements and have them explain where their revenue is coming from in general, and, specifically, from your accounts.
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