I’m a bit late on this one, in the midst of finishing up client taxes and other life busyness. This year I substantially increased the return preparations my company did, and through this process I have a much broader sense of what investors—including high net worth investors—need to be doing to manage the stress associated […]
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 »
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 »
Guidelines for those who may want to implement more local shopping habits! I’ve been thinking about holiday shopping and my sentiments from my last stack—how you spend your money tells me who you are and what your priorities are in life. Finances have a way of reflecting the bigger picture of our souls. Overspend on frivolity
Shopping Local Is Work! Read More »
Sometimes you’re riding high on life, and sometimes life throws you off. Last month we went on our annual family vacation to a remote Colorado horse ranch outside Rocky Mountain National Park. This year, my horseback riding vacation turned into a lesson on living life when things aren’t going your way. On the very last
Keep Calm and Carry On Read More »
Let’s talk about buying term and investing the difference.
Everything You Know About Whole Life Insurance Is WRONG (Case Study) Read More »
What you should know about 529 plans and if you should be using one to save for college today!
Are 529's Really The BEST Way To Save For College? Read More »
