RESOURCE LIBRARY
Investing Tips for Those in Their 20s
I was recently asked what tips I have for investors in their 20s. So, this is for those of you in your 20s. Save early, save often is one of my mantras. College graduate or not, beginn [...]
Investing In Emerging Markets Remains Valid
"England voted to exit the European Union in 2016 and other countries could follow suit but advisors and fund managers suggest that now is not the time to abandon investing abroad enti [...]
Gifting College Aid to your Grandkids
I posted this blog a couple of months ago about gifting to the next generation via college savings plans, specifically the 529 plan for a couple of my clients. I read this article and [...]
Prediction Season is Here
Periodically Dimensional offers some guidance and reminders that those who publish news are not fiduciaries and their chief concern is to sell "news," get eyeballs on their pages, and [...]
The Power of Markets
I recently had a conversation about what may happen to the markets given the recent election. Only in hindsight will we know for sure. After the conversation, the client decided to wai [...]
Less Clutter, More Confidence
While we may not consciously notice it, we notice it--clutter. The thought of getting to it someday consumes energy, weighs on us, and it demotivates us. There is help.
Tax-Free Gift to Great Grandchild’s Future (Investing in a 529 Plan)
I recently had the pleasure of opening two 529 plans. One for a client’s grandchild and another for a client’s great grandchild. These clients are using the 529 plans to gift to their [...]
Our New Book: 10,080 Minutes
Our book "10,080 Minutes" is the story of our family's quest for living what matters. In 2014 we underwent a dramatic lifestyle makeover and created a lifestyle that defines what we ca [...]
Ten Years is Too Long for Estate Docs
Has it been ten years since you updated your estate planning documents? Its time to get a move on. Update them. Your family situation has changed. Your fiduciaries and beneficiaries ar [...]
Presidential Elections and the Stock Market
I recently had a conversation with a client about the upcoming presidential election and how it may impact the markets--and more importantly, their portfolio. We discussed some general [...]
Good Advisors Add Value
I add value to my clients in a variety of ways. Objectively, a Vanguard study shows I may add 3% in average annual returns for my clients. This is far in excess of my tax-deductible fe [...]
Don’t Have Millions? You Still Need Estate Planning Docs!
Estate plans are essential. One of the first questions I ask new clients and prospects is if they have estate planning documents. Everyone has a plan. And, if you don't have estate pla [...]
