Last week, I received a notification telling me that it was my “9th Twitter Anniversary”. At that moment, I thought very little of it and carried on with my day. Who cares about how long I’ve had my Twitter account? But after having had a really fun week on the platform, I couldn’t help but[…]
Investing is now a commodity. If you think differently, you’re in denial. Take a look around, the market is flooded with investment products and platforms capable of getting you properly invested for little to no cost at all. It’s true. You can own a fully diversified portfolio of mutual funds for free. Obviously, not everyone[…]
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[…]
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[…]
Hanging out on the floor of the NYSE with the Cheddar crew is not a bad way to spend your Halloween birthday. Speaking of holidays and celebrations, I was able to give some evergreen advice on holiday spending and, well, spending in general. This is at least 70% of personal finance in 5 minutes. Ready[…]
Nobody grows up in Boca Raton. You move down from New York, grow old and eventually kick the bucket in the mouth of the rat. The locals have been known to jokingly call the renown retirement community “God’s Waiting Room”. Boca is a palm tree laden paradise where you can enjoy the rest of your[…]
You’ve seen it. Heck, you’ve probably done it at some point. I know I did. It’s that little line at the bottom of your footer or on the back of your business card. For me it read, “There is no greater compliment than a referral from a satisfied client.” It’s the equivalent of rocking a belt[…]
Last week was a tough one for the markets, but any financial planner worth their fee knows that pull-backs, corrections and recessions are all part of the long game. However, even we planners are not completely absolved of the emotional impact market volatility can cause (we feel it too), but good planners are well disciplined[…]
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[…]
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[…]