Talking to Barron’s about Heritage Financial and My Career
It’s a privilege to be able to help people with their money and lead such a great team. Appreciate Barron’s letting me share our vision, our plan, and my story.
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Your Money This Week
In Your Money This Week we’re looking at the Magnificent Seven, R.I.P. the Goldilocks market narrative, and concerns with housing.
Wednesday Reading List
Key takeaways from the best timely investing and financial planning articles I read last week, plus reasons to be optimistic on Earth Day.
The Higher Future Tax Rates Mythology
Tax rates have to be higher in the future to fix our debt issues, right? Nope. Here’s why, and why assuming so could be a costly mistake.
Wednesday Reading List
Key takeaways from the best timely investing and financial planning articles I read last week.
April’s Book, Streaming, and Podcast Recs
Sharing the best of what I read, watched, and listened to last month.
Your Money This Week
Looking at the market news and planning tips you need to know, with a focus on how the three big economic reports set up more risk for investors and what to expect with mortgage rates.
April Market Update: A Resilient First Quarter
Recapping the markets this year with our Chief Investment Officer, looking at why the recession didn’t happen and what it means for the indicators that failed, how to be patient with your investments without being blind, and a bonus topic discussing a book about raising money smart kids.
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Wednesday Reading List
Key takeaways from five timely investing and financial planning articles.
Two Financial Literacy Resources
Here’s a short video introducing two resources I built and spend a good amount of time regularly updating to help you with your finances and financial literacy.