5 Timely Financial Planning Updates
The bear market and recession we’re facing, along with the government’s response, have provided planning items and opportunities to consider to best position your finances ...
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Wednesday Reading List
Stuff worth sharing from the past weekBox of Letters: What Shape Will the Recession/Recovery Take? by Liz Ann SondersCharles Schwab’s Chief Investment Strategist with an ...
Review: The Millionaire Next Door by Stanley and Danko
I first read The Millionaire Next Door by Thomas Stanley and William Danko before starting law school in 1997, and it blew me away. The ...
Wednesday Reading List
Stuff worth sharing from the past week But first, today is April Fool’s Day. No need to worry about fake news here, but for those ...
Wednesday Reading List
Stuff worth sharing from the past weekBut first, I hope all my readers are staying safe, sane, and well. Thanks for your support! Two recent ...
5 Ways I Handle My Finances
I give financial advice for a living as a financial advisor (and through this blog and my book), so people ask me how I handle ...
7 Things (I Think) I Know
I recently had on CNBC in between calls to clients to see how they were doing and explain our current investment strategy. A hedge fund ...
Wednesday Reading List
Stuff worth sharing from the past weekThe news surrounding Covid-19 and the world’s reaction is moving at a stunning pace. Here is a piece with ...
Wednesday Reading List
Stuff worth sharing from the past weekBut first, market volatility has picked up. ICYMI: here is what We’re Telling Our Clients about what to expect ...
What We’re Telling Clients
Our wealth management firm has been proactive with client communication during this latest downturn. We sent out a piece on February 29th addressing the market ...
Wednesday Reading List
Stuff worth sharing from the past week This week we take a closer look at real estate with the busy spring selling season soon to ...
You Need an Estate Plan
My wife and I recently met with our estate planner to update a plan we created in 2013. You need an estate plan to protect ...