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… Read More
Tips on Implementing a Budget
A few months back, I wrote a post on the experience my wife and I have had over the last year in implementing a budget. The experience has been largely positive, and several clients have… Read More
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… Read More
Investment Management and Building Your Portfolio – Questions to Ask
In the last few posts, I’ve covered the importance of investment beliefs and also discussed a few surprising things I’ve learned in nearly 15 years of managing investments. In this post, I want to cover… Read More
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management
I don’t write about investment management much, but that doesn’t mean it isn’t important – it is. In fact, aside from controlling spending and, by extension, saving, how you invest is the most important factor… Read More
Used Car Salesmen and a Fiduciary Standard
The reputation of the financial services industry is, to put it mildly, not great. Surveys have found that trust in the industry is generally low, and still other studies have shown that financial advisors rank… Read More
Finding the Best Wealth Manager for You – Fit
If you are searching for the best wealth manager, understanding how they earn their income and what professional designations they have is important, as I explained here and here. Beyond that, though, fit is extremely… Read More
Identifying the Best Financial Planner for You – Designations
In last week’s post about how to find the best financial planner for you, I covered the various business models advisors use to generate income. Beyond knowing how an advisor earns her keep, another critical consideration… Read More
What Does a Personal Financial Plan Include?
If you have considered working with a financial advisor on a personal financial plan, but have held off because you weren’t sure what the plan would include, this post is for you. The confusion around… Read More
What I Wish A Financial Advisor Had Told Me – Part 2
In last week’s post, I outlined things I could have learned from a good financial advisor had I been working with one early in my career. The list is – sadly for me – on… Read More