What I Wish My Younger Self Knew
As my own children move into adulthood, I am stopping to think about what advice they could use early on and what would they listen to starting out on their own.....
The Reality of Market Predictions
This summer several clients brought up recent headlines touting hedge fund manager Michael Burry’s latest market prediction and subsequent bet on a U.S. stock market crash. Michael Burry is widely known as a hedge fund manager .....
The Right Career Move
Whether actively sought or just a passing moment of frustration, almost everyone has thought about whether to look for a new job. Millions of Americans participated in the Great Resignation...
On Life Transitions...And Some Keys to Financial Success
My dad, as he got older, would respond to people who said positive things about him aging well that “…there are three stages in life - ‘childhood’, ‘adulthood’, and ‘you...
Backdoor Roth IRA Contributions for High Earners
In the middle of the tax filing season for 2022, many investors may wonder about making contributions to a non-employer retirement account for the prior tax year...
Do You Need An Estate Plan?
A common question financial planners often hear is “do I need an estate plan?” The short answer is yes but putting together an estate plan is often a lot less involved than most people think.
