I was recently featured on XYPN Radio's podcast. While the podcast is a great way to learn more about my path from software development to financial planning, I will warn you that there is plenty of industry jargon and details about my company that may not be interesting to non-advisors.
On an average workday, I receive at least two media requests. I ignore most requests because many are just plain silly. When I do come across something of interest, I'll share some thoughts with the reporter. Here is a list of the latest places I've been quoted.
Over the last six months, several high-profile companies have decided to sell shares in the public stock markets. Companies like Uber, Lyft, Pinterest, Zoom Video and Levi Strauss all made the news when they “IPOed.” Let’s talk about the questions you might have about IPOs.
Every year I ask each of my clients to forward a copy of their recently completed tax returns. I know this is a pain, but there is information in these returns that can increase client wealth.
I was planning to write an April's Fool article about “The World’s Best Investment Strategy.” However, I changed my mind after my wife's prank went wrong.
It’s hard to miss the financial press’ recent headlines about the inverted yield curve, which (we are told) inevitably signals our next recession. Given the financial media’s history of blowing things out of proportion, I went to the original source of this indicator to discover what his research is really telling us.
Delta Dental, for the last two decades, has gathered information about the generosity of the Tooth Fairy. The most recent figures show that she’s been stingier over the last two years. In fact, the price for teeth has dropped 18% over the last two years!
Last week I took three days out of my schedule to attend TD Ameritrade’s National LINC Conference. Let me share with you some benefits that I gain each time I attend this TDA conference.
As I watched my daughter and her friends baking a batch of chocolate chip cookies, I realized there are several parallels between baking a good cookie and putting together a solid investment portfolio.
This month, one of my heroes passed away at the age of 89. John Bogle was much more than the founder of Vanguard and the pioneer of index funds; he was one of the hardest working and most effective crusaders for investors.
Investment diversification works, but not in all short-term periods. In 2018, very few asset classes had a positive performance for the year. While not pretty, there is some good news to report.
I’ve been fortunate to have built a good relationship with the media over the years. I receive anywhere from three to ten “media requests” each week from a wide variety of sources. When I do come across something of interest, I’ll email a few comments and offer my assistance; this frequently results in a short conversation with the reporter and a brief quote.