Wednesday Reading List
My book, Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital available HERE Stuff worth sharing from the past week What Prior Market Crashes Can ...
Recent Articles
Introducing My Book – Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital
My book is now out in hardcover, paperback, and eBook and available to order here . For those of you following this self-promotional journey from ...
Wednesday Reading List
Paperback edition now available through Amazon! Click here Stuff worth sharing from the past weekIt's Always Darkest Before the Dawn by By Ben Inker, Catherine ...
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 ...
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 ...
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 ...