It is such an honor to be included among Investopedia’s 100 Most Influential Advisors. Here is a high-level snippet from Investopedia’s explanation of the recognition. The Investopedia 100 seeks to measure influence. We have endeavored to quantify the...
A big thanks to George Grombacher for having me as a guest on his podcast Money Savage. I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial...
There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the...
Interest rates have been on the rise since 2013, but the latest move by the 10-year U.S. Treasury above 3% has brought the trend to the attention of more individual investors. If you’ve been feeling curious or questioning your own bold holdings lately, let’s take a...
On April 2, I joined Fox 2 St. Louis to talk about saving for retirement as part of Financial Literacy Month. (Click here or the image to see the replay.) Most people are ill-equipped to make good financial decisions when they become adults because basic personal...
