Five years ago, my wife and I found out we were having our first baby. This thrilling moment in our marriage was quickly followed by the sobering realization of the costs involved in raising a child. Many people receive help from family, friends and baby...
I was recently named by Financial Advisor Magazine as a Young Advisor to Watch. I am honored to be included among such an impressive group of people. You can read the full article here and check out what Plancorp had to say...
People change advisors all the time, but they don’t always consider the various costs they incur in the process. Some costs may be unavoidable if you want to make a change or follow your preferred advisor to a new firm; however, you can take some proactive steps with...
Financial advisors are quick to encourage individuals transitioning into new jobs or who are near retirement to roll their 401(k) account into an IRA. But is a rollover always your best option? While it’s a popular move, that doesn’t mean it automatically makes sense...
Economic commentators spent the last several years lamenting the fact that Millennial homeownership is lower now than ownership rates among young adults of past generations. They attributed the trend to factors including large student debts, the fact that young adults...
