Do I Need a Wealth Manager or a Financial Advisor? And What's the Difference?
When you’re looking for a professional to help manage your finances, the terms financial advisor and wealth manager might seem interchangeable. But when you take a step back and think deeply about the role you need that professional to play — and the value they offer — you start to see important Read more…
What is a Fiduciary? Dual Registration Can Make It Harder to Tell
Many successful investors know what a fiduciary is and want to work with an advisor who is legally required to put clients’ interests first. But even people who understand the value of a fiduciary might be surprised to learn that not all fiduciaries are the same. The differentiator? Dual Read more…
Bear Market Commentary
The S&P 500 is flirting with bear market territory (defined as a 20% decline from the high) as investors grapple with several variables including multi-decade high inflation, aggressive monetary policy tightening, and persistent global supply chain issues. Whether we are heading towards an official Read more…
How to Minimize Regret with Your Investment Decisions
Think about the major choices you’ve made in your life. Picking a career path, choosing a life partner, deciding to have children, changing jobs – these are high-stake decisions because each forces you to set aside all possible futures except the one you ultimately choose. Read more…
Want to Earn More on Your Cash? Try Lending Money to a Family Member.
If interest rates are low, you have to be strategic to earn more on your cash. But before you open your wallet, understand the risks and rewards. Read more…
Investing By Age Series
As you age and mature in life and in your career, your investment priorities change, and financial goals and objectives shift as well. Having the right financial advisor by your side means having a proactive partner to make sure you reach your goals during life's journey. I created this investing Read more…
A New Podcast Designed to Help You Improve as a Long Term Investor
After several years of deliberation, I’m finally launching a podcast. I’m excited to introduce you to The Long Term Investor, a financial podcast designed to distill complex topics into easily digestible lessons and make you a better investor. Read more…
How to Choose the Right Type of Mortgage
Homeownership has long been one of the biggest goals for Americans to achieve, and a cornerstone of the traditional American Dream. More than 65% of the US population owns their home – but without the help of a mortgage, many of those homeowners couldn’t afford to make the purchase. However, very Read more…
What You Need to Know about Estate Planning
Developing and executing an estate plan is one of the most important pieces of your financial plan. Read more…
