A quick post on this Thanksgiving holiday. After a bout of strep throat earlier this week, I am thankful to be back to feeling normal. Being sick over any holiday is never fun. A few things that I am thanking God for this year: A fellow board member at Charlotte Bilingual Preschool recently shared how […]
Mid-Year Update
A long delay between posts but I do have a few updates. I can’t believe we are already into July, the year is flying by for me. I’m doing the same format as previously so enjoy. Hopefully, more thoughtful posts coming soon. WMS Updates It’s been a productive first half of the year for our […]
Quarterly Update – Spring 2022
My quarterly post covering personal and professional updates, and some links. Upcoming Posts A quick plug on some upcoming updates. Admittedly, I’ve been slack about creating new content on this blog, especially on the topics of investing and financial planning. That will change over the next few months – I have several posts in the pipeline that address specific […]
Quarterly Update – Fall 2021
My quarterly post covering personal and professional updates, and some links. Personal Updates After a low-key September, we had a full October. We were able to do a weekend trip to Anderson, SC to see my parents and attend the Clemson vs. Boston College football game. It was Clemson’s homecoming, so it was great to catch […]
Quarterly Update (July 2021) – Personal, Work, and Investing
A quick, quarterly update post: Schwab Market Insights In my last quarterly update, I shared a quarterly market commentary produced by one of my firm’s investment partners. This quarter I am sharing the Schwab Insights page which is a great resource for advisors and investors alike. Schwab produces market, economic, and personal finance articles and […]
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 […]