After several years of deliberation, I’m finally launching a podcast. I’m excited to introduce you to The Long Term Investor, a financial podcast designed to distill complex topics into easily digestible lessons and make you a better investor. New episodes will drop...
Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Rather...
Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor. Here are...
Reading is one of the best ways to become a better investor. While many people assume it’s important to be well-read on current news and economic trends, a better use of your time is to read books that deepen your understanding of markets and give you the proper...
If you told my 10-year-old self that one day, I’d consider “reading” an enjoyable hobby, I would have looked at you as if you had three heads. As a kid, I hated reading. Even as I grew up, it never became something I’d consider fun; aside from select topics related to...
Last week marked the release of How I Invest My Money, a collection of essays compiled by Josh Brown and Brian Portnoy and illustrated by Carl Richards. A variety of financial professionals contributed to the book, sharing personal stories and glimpses into, as the...
