Yesterday, after a few trades and a handful of afternoon appointments, I closed out my second year at the helm of Bone Fide Wealth. We’ve accomplished a lot in such a short period of time and have established ourselves as a nationally recognized leader in the financial planning profession, as well as a go-to for[…]
I wake up ten to twenty minutes before my daughter’s alarm clock glows green. At 6:30am, Hazel pops up in her bed and begins curating a selection of stuffed animals to place at the foot of her bedroom door. I don’t know why she feels the need to transport her friends from her bed, but[…]
As a generation, Millennials are unique. Our racial makeup is diverse. Our educational accomplishments are unparalleled. Our attitudes toward marriage are, let’s just say, overly cautious. Like I said, Millennials are unique group. However, it’s our resilience that makes us special. Our maiden voyage into adulthood was immediately greeted by the rough seas of The[…]
The holiday season is upon us! Time to panic if you haven’t started shopping yet, right? Eh, with Amazon Prime you’ve got plenty of time. This happens every year but just like winter weather and daylight savings time, we never feel prepared. And my email inbox is filled with so many sale and promotional emails[…]
While reading about Bitcoin’s most recent plunge, I stumbled across a blog post from Charlie Bilello titled “Big Winners and Big Drawdowns”. In it, Charlie examined the massive, stomach emptying drawdowns experienced by shareholders of Apple, Amazon, Microsoft and Alphabet at various times throughout the last two decades. I heard that Amazon’s -94% dot-com bubble drawdown[…]
Like most warm-blooded Americans on the day after Thanksgiving, my wife loves Black Friday. As I write this, I am currently staring at her from across my in-law’s living room while she lives her best online shopping life. She’ll scour the internet looking for the best sales for the things we need. While she might[…]
Family Updates In recent weeks we have had lots of family visits which have been wonderful accompanied by gifts for Ben. This baby almost has a bigger wardrobe than I do! All the grandparents love the chatty happy baby that Ben has become. We have adjusted well to daycare and Ben is stimulated and engaged[…]
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[…]
Since Ben started day care, I’ve been trying to adjust to being what people call a “working mom”. Balancing work, family and a personal life (I finally got a haircut last weekend as it had been 6 months since my last one) has been a challenge. I consider myself to be in survival mode right[…]