Happy National Financial Planning Month! Happy National Financial Planning Month! As your resident millennial CERTIFIED FINANCIAL PLANNER™ professional, I’m more than happy to bring the […]
Financial Takeaways from Hurricane Ian My stepson Kevin lives in Portland, OR and was asked by a colleague before Hurricane Ian hit Florida whether his […]
Wisdom and Reassurance A pearl of wisdom, “For every complex problem, there is an answer that is clear, simple, and wrong.” — H.L. […]
A Balanced Life Requires Trade-offs Economist Thomas Sowell teaches, “There are no solutions, there are only trade-offs; and you try to get the best trade-off […]
Summer Series: New Parent Finance 103 Can anyone else believe it is already September? This year has to be going faster than ever and there’s scientific […]
Our Investment Philosophy Here’s a bit of insider baseball for you: The Cobia Walker team holds quarterly Investment Committee meetings to review the […]
Summer Series: New Parent Finance 102 Being a parent in 2022 comes with its own unique set of challenges: baby formula shortage and inflation, to name […]
Summer Series: New Parent Finance 101 Now that we are in the throes of summer, I wanted to do a special series for my millennial counterparts […]
The Power of Podcasts It’s been almost 15 years since I first started sharing my thoughts on the “Air” at WLKF radio with Laura […]
Practice What You Preach You’ve probably heard the sayings about how it’s the auto mechanic’s car that needs repair, and the painter’s house that […]
There is Nothing New Under the Sun Sometimes the light’s all shinin’ on me Other times, I can barely see Lately, it occurs to me What a […]
Finding your “Why” Regarding Personal Finances How many of you feel the Global Shutdown changed your priorities—financial or otherwise—over the past two years? Just know, you’re […]
