A Simple Tool for Working on Your Financial Goals A new year is around the corner, and many of us are strategizing our goals for 2023. I’ve written previously […]
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 […]
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 […]
Our Investment Philosophy Here’s a bit of insider baseball for you: The Cobia Walker team holds quarterly Investment Committee meetings to review the […]
ESG Investing Several years ago, I talked about Environmental, Social, and Governance investing (ESG). With some hindsight, we can now have a […]
Westward Yo! Good news for all of you that have spent sleepless nights worrying about the state of my various vehicles since […]
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 […]
Converting a Traditional IRA to a Roth IRA With a traditional IRA, funds contributed are not taxed until funds are withdrawn from the account. Both contributions and earnings […]
