Financial Planning for Entrepreneurs

I have always been interested in being an entrepreneur. As a kid, I sold greeting cards and mowed countless yards. In college, I went to Mexico to study Spanish and paid for most of the cost by buying American candy in bulk and reselling it at a markup to other...

Financial Planning and Buying a Home

A house is the largest purchase most of us will make in our lives, so it makes sense that questions about housing come up often in the financial planning work we do with clients. There are plenty of rules of thumb about buying a home, but most of the rules center...

Investment Advisors and Investment Beliefs

Last week’s blog post covered a few lessons I’ve learned in investing, and in that post, I mentioned the ongoing work we have done on our investment beliefs and investment process. Many investment advisors reference their investment process – often in the context of...