My first article on How to talk to your kids about money was very well received and I want to expand deeper on some of these ideas. Exposure to Money: We give my 6-year-old daughter a very small allowance every week. It’s enough to go splurge at the Dollar Store every now and then, which […]
How many times have you heard the phrase, “Invest for the long-run”? This is a great fallback answer that any traditional investment advisor uses – both in good and tough markets. Yes, the numbers and data support the phrase, but after a year like 2022, the ‘long-run’ can feel really long! Let’s do a quick […]
As we turn the page to 2023 and away from one of the more difficult years in both equity and credit markets in decades, we examine what happened, the policymaker response, and what that means for 2023 and beyond. What Happened & The Response After nearly a decade of money printing and central bank balance […]
I spent a decade working at J.P. Morgan’s Private Bank primarily as an investment specialist and relationship advisor. Every day I would work with the ultra-high net-worth families of this country devising financial plans, investing their wealth, and discussing strategies around transferring wealth to the next generation. During my time at J.P. Morgan, we would […]
Every night as I lay in bed, I stare up at my ceiling and see my DIY paint job in our bedroom. It’s a good job, but not a great job. I was a little sloppy around the corners and could have done better taping and sealing the edges. Nonetheless, what’s done is done. Do […]
