Tag Archives: financial planning
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
The concept of “investing success,” as it often appears in the media, is a tangled web to me. Every time I read about the topic, I can’t help feeling that the author is confusing two very different efforts: investment success … Read more
Somewhere nestled amid the shuffle of Thanksgiving and New Year’s Eve is a day that reminds us to consider giving back during the holiday season—Giving Tuesday, the Tuesday after Black Friday and Cyber Monday.
So in the spirit of Giving … 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
Despite having been in this profession for almost 20 years, being in my 40s has given me a new perspective on the importance of estate planning as my friends and I make our way through life—marriages end, loved ones get … Read more
I grew up in a sailing family, and the first thing we were taught was that the wind was both an ally and an adversary. Like investing, having the wind at your back is both a comfortable and an expeditious … Read more