Articles

ICYMI: The Fourth of July - A brief look back at how we moved toward independence and why we celebrate it on the 4th of ...

ICYMI: Improving Retirement Planning, or Why Congress Doesn’t Get It - Improving retirement planning requires education and simplification, not the patchwork approach Congress is now ...

There are two bipartisan bills working their way through Congress to change our retirement rules. They're similar and share the same goal stated in the ...

ICYMI: Sustainable Investing Webinar: Replay - Replay of our sustainable investing webinar which focused on reducing emissions in your portfolio in an investment strategy you ...

Last week I hosted a webinar with Isabelle Williams of Dimensional Fund Advisors. Dimensional has a robust set of sustainable strategies that focus on reducing ...

ICYMI: Should You Sell Your Home? - The hot real estate market has many homeowners dreaming about cashing out. Not everyone can do so, but ...

You've heard the stories. Multiple offers over asking as soon as a house goes on the market. Bidding wars. Cash offers. Contingencies and inspections waved. ...

ICYMI: How Long to Give an Investment Strategy - How long to give an investment strategy looks at the right amount of investment patience to ...

After the blockbuster James Harden trade from the Houston Rockets to Brooklyn Nets, Rockets General Manager Rafael Stone half-joked in a press conference that you ...

"Last week the IRS announced plans to move forward with direct cash payments to taxpayers eligible for the child tax credit. Payments will start in July and ...

ICYMI: I'm Hosting a Sustainable Investing Webinar - On June 2nd at 2:00 p.m. EST, I’ll be co-hosting a sustainable investing webinar with Isabelle Williams ...

On June 2nd at 2:oo p.m. EST, I'll be co-hosting a sustainable investing webinar with Isabelle Williams of Dimensional Fund Advisors, one of the leading ...