Introducing My Book – Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital
Introducing my personal finance book, Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital
Wednesday Reading List
Articles on repositioning your stock portfolio for the recovery, a lack of college tuition breaks, testing and tracking COVID-19, and more.
5 Timely Financial Planning Updates
Here are 5 financial planning opportunities to consider as a result of this recession and the CARES-Act.
Wednesday Reading List
Articles on the eventual economic recovery, state of the bull market, prior COVID-19 warnings and our nation’s first health attack, Bill Gates’s outlook, how real estate could be impacted, and more.
Review: The Millionaire Next Door by Stanley and Danko
The Millionaire Next Door demolished the mythology of who the wealthy are in America and shares research on how you can best emulate them.
Continue Reading Review: The Millionaire Next Door by Stanley and Danko
Wednesday Reading List
Stuff worth reading from the past week
Wednesday Reading List
Stuff worth reading from the past week
5 Ways I Handle My Finances
I give financial advice for a living as a financial advisor (and through this blog and my book), so people ask me how I handle my finances. Here are five timely financial tips: My mortgage: We refinanced to a 2.75% 10-year adjustable rate mortgage. Ten years from now my kids will be 29, 25, …
7 Things (I Think) I Know
In a time of uncertainty, it’s helpful to think about what we know and don’t know and work to find answers for the latter.
Wednesday Reading List
Stuff worth reading from the past week