Using leverage wisely to build your long-term wealth. Commonplace financial advice out there warns that debt is bad, all debt, and that you should focus your resources on paying it off as quickly as possible. And yes, there is debt that in no way can be considered helpful in moving you forward. Things like credit […]
Debt Isn’t Your Enemy Read More »
Too young to die, Elvis reminds us money isn’t everything. When used wisely, money can enrich our lives with meaning, fulfillment and, at times, joy. It can, and should be used to create beautiful things, unite families, provide stability, and enable us to pursue more important ambitions beyond mere wealth. When used unwisely and without
What Graceland Can Teach You About Money Read More »
Last week’s live on replay for those of you who missed it. The past few weeks have been a rollercoaster for markets. From tariff announcements and Liberation Day volatility to trade truces with China, we’ve seen investor sentiment swing from bearish panic to bullish optimism. Recession fears have eased, and the market has rallied—up about
Three Things Investors Should Do Right Now Read More »
As of writing this, I am 95 days alcohol free. Having desired to eliminate alcohol from my life for a while, I finally rooted it out on February 6, 2025. I expected to feel better physically and mentally, but immediately I realized that by simply eliminating something that does not serve you ricochets through every
More Social, Less Media. More Life, Less FinTech. Read More »
It’s ten minutes from Monday’s market open, read this before you check your portfolio…or really, don’t check at all—you’ll be better for it. As I write this I am assuming the market continues to shock and awe many investors. Put into motion from the imposed tariffs last week, a massive self-off and decline in the
Tariffs, Market Declines, Can’t Somebody DO Something? Read More »
Every vocation has it challenges, but don’t let the challenges distract you from your purpose. This week’s blog is a little more personal, but I wanted to share a little behind the scenes about my life running a business that is deeply integrated with my clients’ personal finances. The last couple weeks in my business
Your Vocation Matters Read More »
In the first part of this series I explain why you may live too long to own bonds. In this second part of a two-part series, I will explain what to do in your portfolio instead of buying bonds. The challenge is to build a retirement plan and investment strategy that is not highly reliant
How to Construct a Portfolio Without Relying on Bonds Read More »
You should be investing in equities no matter what your age. Most investors—particularly those at large investment houses—are following an outdated strategy that could be hampering their long-term retirement success. This widely accepted strategy, known as the “Glide Path” approach, dictates building a portfolio heavy in stocks when young and gradually shifting to bonds over
You Will Live Too Long to Own Bonds Read More »
When it comes to your money, the biggest mistake you can make is trying to “wait until the right time.” The biggest mistake investors make is waiting for the perfect time to invest—whether it’s buying a house or investing in the stock market, time is of the essence. Waiting for the ideal market cycle could
Building Wealth Is Not a Matter of Time Read More »
Simplifying your finances now and for the future should be your number one priority. In the world of personal finance, complexity often masquerades as sophistication and can be very alluring. Sometimes it feels like much of my job is stopping clients from engaging in costly and sometimes harmful financial strategies that sound ever-so enticing and
The Single Financial Goal That Will Transform Your 2025 Read More »
