Jimmy Fallon Recaps SNL’s 40th Anniversary

Paul FennerLifestyle

Hat tip to Barry over at The Big Picture for posting this YouTube clip as Jimmy Fallon recaps the SNL 40th anniversary show.  I was at a charity event last evening with some friends and this was a large topic of conversation.  Fallon just seems very authentic, like he is having the time of his life.  Pretty Cool!

The Growing Gap in Wealth Inequality

Paul FennerBusiness & Economics

As this Business Insider article points out that extrapolating the future based upon past trends is never a sure-fire answer.  The chart below points out the growing disconnect between those that have the most wealth and those that do not.  Stagnant wage growth especially here in the U.S. has not helped the masses while those of you participating in the … Read More

Manage Your Energy, Not Your Time; 5 Ways to Keep You Productive All Day Long

Paul FennerLifestyle

Light Bulb Moment

Trying to balance a career, business, and/or family obligations is a job unto itself.  I learned early on in my career and business to focus on developing and improving processes as a way to stay ahead of the curve and strive for some resemblance of life balance.  This is one topic that I like to focus on in these posts because I know that … Read More

Loss Aversion and What It Really Means to an Investor

Paul FennerPersonal Finance

Two constant behavioral challenges that investors face are; Remembering loses much more than remembering gains The pain of missing out The technical term that we often refer to regarding these issues is called Loss Aversion.  A typical investor suffers roughly two times more from a loss than they enjoy from again.  In his piece Investing Like a Psychopath, Morgan House states, “We’re … Read More

Do Not Overlook Digital Assets Within Your Estate Plan

Paul FennerEstate Planning

Estate Planning

When it comes to setting up an Estate Plan one often looked at items are digital assets.  What constitutes a digital asset you may ask?  Think about an iTunes, Facebook, or Twitter account, or a website with hundreds or even thousands of followers.  These all constitute digital assets. As more and more of our lives become digital or even cloud-based, … Read More

The All-Weather Portfolio

Paul FennerPortfolio Management

One of the preeminent financial bloggers that I follow is Barry Ritholtz at The Big Picture.  One of the big topics circling around the wealth management industry these days is the new book out by motivational speaker Tony Robbins.  In his book, Robbins interviews some of the greatest investors in the world and comes up with what he calls an “all-weather portfolio”  The … Read More

Year End Retirement & Wealth Planning Steps

Paul FennerPersonal Finance


At the end of the year, we strongly encourage people to make the most of their retirement savings options.  A few simple and easy to do steps can go a long way in helping you defer unnecessary taxes for this calendar year while setting yourself up for success in the upcoming year. Focus on maximizing 401(k) Contributions – this year … Read More

Mr. Rogers’ Lessons For A New Generation

Paul FennerLife Transitions

“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’ To this day, especially in times of ‘disaster,’ I remember my mother’s words, and I am always comforted by realizing that there are still so many helpers–so many … Read More