Investing has never been easier. Today, there are more than 200 robo-advisors in the U.S. From platforms that invest “rounded up” purchase amounts on your behalf to applications that offer unlimited stock trading right from your phone. What was once reserved for only the rich is now accessible to everyone. But as the saying goes,[…]
School is closed this week and the girls are home for *Spring Break*. I’m not positive who’s getting a break here, but okay let’s do it. My post this week is actually a follow-up entry to a post I wrote a few weeks ago called, “Parental Advisory Warning”, which touched on the difficulty of setting[…]
I am considered an Old Millennial, which means that as a current thirty-something, I face a distinct set of issues that weren’t on my radar earlier in life. But there’s one issue facing Old Millennials I can’t relate to: being single. I see an abundance of dating apps and think, “Oh wow, it must be[…]
Leasing a vehicle is a good way to mark the passage of time. Last week, our first family SUV came off lease, which really got me thinking about all the places we’ve been over the past three years. With those memories in mind, my wife and I traveled down to South Jersey with our newborn[…]
In finance, the term “generational buying opportunity” (or GBO, for short) is used to describe when asset prices have dropped so dramatically that it’s highly unlikely one will ever see them that low again. Hence it happening “once in a generation.” For some investors, even whispering this term makes the tiny hairs on the back[…]
While out on *paternity leave*, my wife DM’ed an article from The Cut titled “How Much Money Means You Don’t Have to Worry?” by Caragh Poh. Poh pens a captivating story about what it was like growing up in lower-middle class family, knowing that she was not necessarily poor, but at the same time, she[…]
“Laws of nature do not make exceptions for nice people. A bullet has no conscience; neither does a malignant tumor or an automobile gone out of control. That is why good people get sick and get hurt as much as anyone.” ― Harold S. Kushner, When Bad Things Happen to Good People For a few[…]
One of the more interesting parts of being a financial advisor is dealing with how my friends view me. To some of them, I am a nothing more than a broker or insurance agent looking to make a sale. And they’re not wrong for feeling this way, since there’s a good chance they’ve been hassled[…]
For those unfamiliar with what a mutual fund wholesaler is, allow me to provide a brief explanation. Asset management companies, who manufacture mutual funds and other investment related products, employ legions of wholesalers to go out in to their geographic territories to educate investment professionals, like me, in hopes that they will sell their products[…]
What’s your earliest memory? Mine is visiting my grandparents in New York. I must have been about four or five at the time. It’s all very hazy, but I vaguely remember rooms with those wooden paneled walls, eating Corn Flakes for breakfast, trying Juicy Fruit gum for the first time and these little animal stampers[…]