If you were born in the 80s or earlier, you are probably very familiar with the USDA food pyramid, which is supposed to guide us all on how to eat in a nutritionally sound way for maximum health. Well, we can now see an Investment Pyramid (notably, NOT put out by the USDA) that can provide some structure around how to invest in a sound way and maximize your wealth over time.Read More
Last month I wrote a blog post about Brian Portnoy's book, The Geometry of Wealth. I got so much out of the book that today I want to dive in a little deeper to some of the topics he discusses.
The overall focus of the book is how to use your wealth to underwrite a meaningful life.
I work with a lot of families who have kids planning to attend college in the next 5-10 years. Many families don't get serious about college funding and planning until their kids get to high school and it becomes too hard to ignore!Read More
I recently read the new book The Geometry of Wealth by Brian Portnoy and found it to be one of the most insightful books on personal finance I have read in years. I love this book because it's not just about money -- it's about life! I highly recommend it to anyone interested in building wealth and using your wealth to underwrite a meaningful life.Read More
Let's talk about your financial behavior and why it matters. When I work with clients, we focus on what you can control vs. what you can't control. You can't control what the markets will do this month, this year, or even tomorrow! Here's what you can control:Read More
The stock market is now in its 9th year of a bull run that started in March of 2009. Despite recent volatility, the S&P 500 is up over 13% in the last 12 months. Annualized returns over that time period are over 10% per year.Read More