Blog
The Saver and The Spender
July 23, 2019Keeping up with the Joneses? Stop!
May 30, 2019One of the most surprising things about being a financial advisor is how much of my work involves helping clients not only understand their behavior in terms of spending, saving, and investing but also the why
View More >>
Congratulations, you’re rich. Now how do you stay rich?
May 30, 2019Welcome to my new blog series written specifically for those in the top 5% of income earners, roughly defined by $300,000 of income per year and/or $1,000,000 of financial assets. If that’s you, congratulations, you’re what some might call rich! Now how do you stay rich?
View More >>
To Pay the Fee, or Not Pay the Fee, That is the Question.
May 28, 2019The Merits of Paying a Financial Advisor to Manage Long Term Oriented, Low Cost, Index-Based Portfolios
View More >>