I know it has been awhile since my last blog, but with all that has been happening with the markets and the coronavirus I felt it was important to quickly put down my thoughts.
Read MoreAs someone who works with those in the medical profession to help organize their financial lives, repay student loans, and invest wisely I felt it necessary to address burnout within that community.
Read MoreMultilevel marketing companies have become more and more prevalent and are no longer just Amway and Mary Kay. These companies, also referred to as network marketing companies, are quite diverse in their products from makeup and beauty products to essential oils to fitness products and meal preparation services.
Read MoreA common theme seems to run through most doctors lives as they progress through residency, and that’s being pitched by insurance salespeople.
Read MoreHaving the ability to retire and when are still some of the largest and most important questions people ask today.
Read MoreThis week I wanted to explore financial planning as a decision making framework and how it can provide a vital role in focusing priorities in the near and long term.
Read MoreStudent loans have become so prevalent among younger generations that they have become the first or second question I get when talking about financial planning.
Read MoreSince the 1900’s there’s been this idea of “keeping up with the Joneses” and how we need to consume more and acquire more material wealth in order to be happy.
Read MoreThere is an adage about how all you can control is your work ethic and attitude towards the events that occur, and while that’s great advice I want to discuss the financial aspects of your life that you can control.
Read MoreThe unstable political landscape has given rise to a more volatile market, which can be stressful to many investors who are looking for a smooth ride.
Read MoreThis week I wanted to take a step back from purely financial topics and talk about the driving motivation behind starting my own firm.
Read MoreTax season is quickly approaching so I thought it would be a good time to address some of the questions I’ve gotten over the past few months about this complicated issue.
Read MoreI have written before about merging finances and how to approach financial issues after you get married, but I wanted to revisit this topic as my wife and I recently went through this process.
Read MoreThere is a growing desire among young investors to have their investments not only provide returns, but to support their views on environmental and social issues.
Read MoreMost of my clients fall into a younger demographic by design, which means that I frequently get the question of how to take care of aging parents.
Read MoreThere’s a fairly common phrase among doctors and other medical professionals when it comes to building wealth and that is “live like a resident”.
Read MoreI have had a few questions surrounding Health Savings Accounts (HSAs) and so I wanted to take the time to give a general overview of the account and how best to utilize them.
Read MoreOne of the biggest decisions you can make is whether to buy a house or simply pay rent.
Read MoreThis week we enter 2019 and a common resolution is to get your finances in order and take more control of your financial well-being. While this is obviously a noble goal and one I wholeheartedly endorse (I’m a little biased…)
Read MoreHolidays bring great amounts of cheer and happiness as we pause to appreciate the family and friends who have been so vital to our journey throughout the year.
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