I recently had the opportunity to speak with U.S. News & World Report regarding the importance of managing emotions in investing. I was quoted in its “Is Your Advisor Helping or Hurting Your Retirement Strategy?” piece, an excerpt of which is below. Read more…
How A 529 College Saving Plan Can Help You And Your Family
"Are 529 plans worth it?" Read more…
St. Louis Post-Dispatch: Chris Kerckhoff on the Bitcoin Hype
I had the opportunity to contribute to the Bitcoin debate, likening the hype to a "fear of missing out" mentality. Read more…
Tax Reform Status Update
Tax reform seems to be the topic du jour of everything from dinner conversations to media headlines. But the frequency with which it changes, not to mention the current length of the bills (more than 400 and 500 pages for the House and Senate versions, respectively), makes it difficult to sift Read more…
Why Alternatives Are Bad for Your Portfolio
It’s never been easier for investors to add exposure to alternative investments into their portfolios. Read more…
This Holiday Season, Give Yourself the Gift of Happiness
The old adage reads, “Money can’t buy happiness.” But doesn’t money give us the freedom to do the things that make us happy? We spend our lives trying to earn as much money as possible, but at some point, don’t we need to evaluate what really brings happiness into our lives? Read more…
Physicians: How to Create a Financial Independence Plan
The transition from a training program into the active practice of medicine represents one of the great opportunities and challenges in the life of a physician. Finally, you are doing what you trained so hard to do: making decisions independently based on the knowledge and skills you have developed Read more…
Spending Too Much? Here’s What to Do
What do you think is the most common problem people have in the process of building wealth? Read more…
Estate Planning: Not Just for the Old and Rich
While executing an estate plan might not be at to the top of your to-do list, it’s one of the most important pieces of your financial plan. I’ll admit, it took me expecting my first daughter to get my estate plan in order—but hopefully this post will motivate you to get your estate plan in place, Read more…
Is Life Insurance for You? 3 Questions to Ask Yourself
When our first son was born, I insisted that my husband and I purchase our first life insurance policies. The topic of life insurance can be overwhelming—and not just because it involves dealing with your own mortality. Everyone’s personal situation is different, so the need and timing for life Read more…
