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 […]
Quarterly Update
Hi Everyone: I apologize for the lack of posts as of late. I’ve had a bit of writer’s block on the website front. I’m still kicking around several ideas on the best way to juice up the posts and content in general. The goal is for me to start more of a monthly update that contains […]
Election Implications For Your Investments
It’s hard to believe but Election Day is less than eleven weeks away. I recently sent an email to our firm’s clients regarding the upcoming election and possible impacts on their investment portfolio. The goal was to provide some educational information and historical context regarding investing around elections. The information was candidate-neutral and designed to merely provide information on […]
Initial Post
This is my first post as I start to build out this website and blog. These initial posts will be fairly basic as I learn WordPress and the many features! If you have suggestions or feedback, please send them my way. For this first post, I wanted to share a link to a Reddit thread […]