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Blog

choose a financial professional

How to choose a financial professional

Posted on: March 20th, 2019
I had a prospective client walk into my office today to do his due diligence before hiring me as his financial planner Now that isn’t the...
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Raising A Child

The cost of raising a child…year one

Posted on: February 23rd, 2019
Kids Are Expensive Last year, the US Department of Agriculture released the 2015 Expenditures on Children by Families Report with the...
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Social Security

The end of Social Security claiming strategies as we know it?

Posted on: February 23rd, 2019
It’s been a few years since Title 8, Section 831 of the House Budget Bill (aka Bipartisan Budget Act, aka Loophole killer) was passed in...
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financial minimalism

Less is more: A primer to financial minimalism

Posted on: February 21st, 2018
A prospect called into the office the other day and asked me an important question I wished all prospects would ask: What do you specialize...
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September Effect

What stock market anomaly is the September Effect?

Posted on: February 21st, 2018
There exist multiple stock market anomalies that are discussed and debated by stock brokers and investors alike on the legitimacy of using...
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