The metaphor I use in my office is that financial planning is like raising a farm of cash cows. You have to put a fence around cows or they’ll find…
I went to bed April 4th feeling just fine about sheltering in place until May 3rd. Then I woke up on April 5th and thought, “I can’t possibly do one…
I imagine there’s always been bad news, but lately it feels worse than ever. There’s too much information, too much hysteria and too much “yelling.” More than ever, people long for…
How to Raise Financially Responsible Children
Although you’ll have to wait a good while before they’ll thank you for it, teaching your children to be financially responsible is one of the best…
I have many friends and clients celebrating a “big” birthday this year -- you know, one that ends in a zero. While I get that age is just a number,…
Your asset allocation strategy represents your personal decisions about how much of your portfolio to allocate to various investment categories, such as stocks, bonds, cash, and other alternatives. When stock…