I recently came across this article in the Wall Street Journal titled “The Best Ways for Couples to Manage Finances“, and thought it was worthy of a post. In the article, the author asked several financial “experts” and readers how they personally handle money in relationships. As a financial planner and investment advisor, I get […]
Personal Finance Links
When I created this website, one of the goals was to write and share information on personal finance in addition to investments, markets, and other related topics. In this post, I am sharing some personal finance articles that I’ve read over the past few weeks. As you know, the internet is full of this these type articles, […]
How I Invest Our Money
I have wanted to write this post since launching my website. It’s similar to my “Financial Planning for New Parents” post from earlier this year. I often talk to clients about how I invest personally or the financial choices that I am making for our family. It helps to be reassured that the advice I […]
Financial Planning for New Parents
Cameron and I had our first child, Gaines, last summer and he recently celebrated his first birthday. Since a lot of our friends are having children and I have several clients who are having children or becoming grandparents, I thought it would be helpful to highlight a few items that I did personally after Gaines was […]