From a young age my brother and I had the good fortune of being introduced to personal computing. We were hooked the moment our eyes feasted upon the monochromatic display of our Tandy 8088, which was an extremely progressive and generous holiday gift to get from one’s grandfather. To me, our home computer was a[…]
They say socially responsible investing (SRI) and Millennials go together like participation and trophies. According to a 2018 Harvard Kennedy School study titled “Money, Millennials and Human Rights”, SRI is getting a boost from Gen Y’s demand to establish a greater link between their money and their values. This increased demand, coupled with an alleged[…]
I love everything about social media. From how it keeps us connected to our family and friends to the sharing of GIFs and memes. My obsession with social media started back in college when I became an early adopter of an online application called Facebook. It was clever little tool used by us “pre-Millennials” to[…]
Like many Americans, commuting to and form work is a big part of my life. In fact, for Heather and I, it took more than an entire year from moving to the suburbs to figure out our family’s commute to work and overall life logistics. I’ve loved solving puzzles since I was a kid, but[…]
Welcome to Q4 2018. Here’s where we are: Do the right thing no matter how you choose to operate your business. You can tell your clients you’re a fiduciary and that you have their interests above all else, but you’re going to talk that talk you need to walk that walk. There’s not a single[…]
To quote Thomas R. “Big Tom” Callahan, Jr., “You’re either growing, or you’re dying!”. When it comes to wealth management, you can grow your business in one of two ways. The first way is organically, through marketing efforts (including referrals), and the second way is inorganic growth, through acquisitions. Throughout my career, I’ve experienced enough[…]
Today’s blog post is political and the opinions express here within are mine, and mine alone. A few months ago, a fellow young financial advisor reached out to tell me how much they appreciated my political commentary on social media. They went on to tell me that they wished they could do the same but[…]
On Monday, there was this crazy article written by CNBC’s Annie Nova suggesting that more that 1 million people default on their student debt each year and, that 40% of borrowers are expected to default on their student loans by 2023! The article was based primarily on two different research papers. The more recent paper, titled[…]
In the spring of 1998, during peak puberty, I won an all-expenses paid trip to the Electronic Entertainment Expo (E3) in Atlanta, GA. I was so excited that it made Charlee Buckett’s “golden ticket” moment in Willy Wonka seem as basic as winning a small fry on the McDonald’s peel-off Monopoly game. After my parents’[…]
At this year’s FPA NexGen Gathering, more than 175 young financial planning professionals descended on the University of California Santa Barbara to learn best practices, share ideas, solve challenges and, if you’re me, escape your toddler for a few days to unwind on the west coast. I had an absolute blast joining like-minded colleagues and[…]