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Outlook 2025: Pragmatic Optimism
Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial...
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Splitting Expenses With Friends While Travelling Overseas Is...Not Optimal!
Travelling overseas with friends? Will you be sharing meals and drinks? Here's why splitting those expenses with friends isn't all it's cracked up to be...
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Is Social Security Going to Run Out in Your Lifetime?
Is Social Security going to run out of money any time soon? Not exactly, but changes need to be made to keep it solvent...
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Why DIY Investing Is Like 11-Year Old Math
For DIY investors, investing without the help of a professional financial advisor is akin to an 11-year old doing math homework...
Read MoreWhen Your Financial Advisor Leaves
I've been a financial advisor for the past ten+ years, all with the same company. Until August 2023. Making the decision to leave my former company and start my own financial planning firm was not an easy one. I'm a single dad, and I...
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