An article about the importance and best practices in rebalancing an investment portfolio.

One morning in October of 2023, Charlotte Cowles woke up just like most of us did. She was an ivy-league-educated writer in her late...

Introduced in 1950, the VW “Type 2” microbus played a big role in the countercultural landscape of the 1960s. While not quite as dominant...

Today, one of the major rating agencies downgraded the United States of America as a debtor, from AAA to AA+. This is the second major...

You are not alone. I have received emails from clients wondering the same thing, and for good reason. Source: 3 Failed Banks This Year...

Usain Bolt, was listed at 6’ 5” tall and weighed 205lbs. Eliud Kipchoge, the marathoner was 5’ 6” tall and 115lbs. Two men, the most...

This is another post on the theme that the tax code is the biggest source of financial returns. Let's talk about Custodial Roth IRAs....

Nothing. That's all. Learn to do nothing. For a long, long time. The Corporate Leaders Trust Fund (now operating under Voya LEXCX) was...

The same day I read of Bruce Willis' recent di agnosis of dementia, I heard an NPR segment that mentioned that financial trouble can...

Some years are momentous; some are quite forgettable. 2022 was above average. Certainly not in terms of stock market returns, but if one...

First of all, what will your biggest expense be over a lifetime? It isn't the big ring you bought your fiancé, nor your need for luxury...

A recent client meeting gave me the opportunity to discuss the profound difference between income, spending and wealth. In the words of...

Too young for one? Too old? Have too little in savings? Too financially savvy to pay for one? I recently came across an interesting...

As I sit here writing this, the S&P 500 has fallen some 20% from it's high, the Fed has raised interest rates by a whopping 0.75% and...

What, exactly, is an engineer-turned-corporate finance executive doing in the world of personal finance? I’d say - exactly what a...

If our entire approach to investments were to be distilled into one term, it would be “evidence-based planning and investing”. We are...

For my first topical post, I decided to tackle the hottest topic of our time. The question comes up often in my work. And why not? Having...