One of the first things to accept as an investor is that you will occasionally lose money – sometimes a lot of money – on the way to earning a decent return in stocks. The market will take unpredictable twists and turns throughout your lifetime. When one of the...
It was such an honor to begin contributing to The Wall Street Journal last year. Now I’m even more excited because two of my articles (that appeared online and in print) were included in the Top 5 Investing Posts. Before You Roll Over Your 401(k), Read This Coming in...
Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below. You can also read about more about my involvement...
Remember in high school when you had to read The Odyssey? Homer’s epic told the story of Odysseus’ journey home to Ithaca, which included a part where Odysseus and friends had to sail past the island of Sirens. The Sirens sang a song no sailor could resist. But if...
I’m really excited about getting a new iPhone. I’m rather attached (addicted?) to my phone, so I rarely think twice about shelling out several hundred dollars to get a new one. I can even say it’s an extremely reasonable purchase to make, because I...
