A friend called me a few weeks ago wondering if I had time for a personal finance question. I was watching “Shark Tank,” so I was primed for a talk about money! He’s upgrading to a bigger house and needed … Read more
When I think about investment returns, I also wonder why we always chase returns we want, versus accepting returns we need to meet our goals. For ourselves and relative to our peers, we’re always looking to do better, achieve more, … Read more
In June 2015, I gave birth to my daughter Cella Louise. She is named for her two great grandmothers, and at nine months, she has become such a joy to come home to each day! I remember, however, those early … Read more
We’ve all heard the phrase “keeping up with the Joneses.” It refers to the notion of keeping up with someone else’s standard of living. Maybe it’s the neighbor down the street who always has a brand new car or the … Read more
Reflecting on National Save for Retirement Week, my co-workers and I have been thinking a lot about those close to or in retirement. However, we shouldn’t ignore the fact that our advice might actually be more helpful to folks at … Read more
As the holidays approach, I begin to evaluate my clients’ portfolios and look for year-end opportunities. Here’s a list of to ensure that you’re not leaving anything on the table.
- Get more out of tax-loss harvesting.
- Tune up your portfolio
One of the first things a homeowner learns is the importance of inspecting conditions regularly and performing maintenance as needed. All it takes is one leaky sink that, over time, ends up putting a damp hole in your drywall to … Read more
Many of my clients ask me the age-old question of whether they should invest cash all at once or dollar-cost average over time. This decision can have a significant impact, so I’ll lay out some key considerations I review with … Read more