O & C, But Not D I have lots of stories this month, none of which easily segue into a discussion about investing, so I’ll just […]
Well, my philosophy is …. “Well my philosophy is …” I have heard this phrase many times and probably even used it. The truth is […]
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 […]
Subscribing to Your Retirement Plans and Investments Subscription services seem to be the latest business model for attracting new users and building a good customer base. For […]
DIY Stocks and Investing I am very much a forged handyman. I enjoy tinkering, fixing, and building various things around my house as well […]
Weathering Financial Storms A hurricane is coming. Outside the wind is swirling and the rain is coming down. Schools are closed tomorrow, and […]
The Floor Is (Not) Lava? There is a new show on Netflix called “Floor is Lava”. If you’re not familiar, the saying, the game, and […]
A healthy investor’s “food pyramid” Chances are, you have heard some form of this saying before: “You are what you eat.” I happen to […]
Managing risk with wisdom and confidence My wife and I took our family to visit some friends “up north” this year. While we were there, we […]
Entrepreneurs drive our economic success It’s amazing how things keep getting easier; you can push a button on your phone or computer and do almost […]
Socially responsible and green investing: a primer Restaurant menus are the worst nowadays — the calories are posted right there in your face! The salad can have […]
ESG: Environmental, Social and Governance Investing It’s a good idea to be conscious of the environment and value social responsibility. Your portfolio can be invested in […]
