This week marks my one-year blogiversary. Although I’ve been blogging since 2008, this post marked the first time I wrote and published something on my own site. All and all, this was a really big year for me. I had a second child, became an owner at Plancorp, helped...
Earlier this month, BrightPlan released its digital financial planning and investment platform to the public. As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize...
One of my favorite bloggers, Mike Dariano, reached out a few weeks ago in response to an article I wrote titled Spending Too Much? Here’s What to Do. Mike’s blog, The Waiter’s Pad, is a one of my go-to resources for learning. In a world saturated with amazing...
Last week I attended the Evidence Based Investing Conference. This is the second year in a row I’ve attend this event hosted by IMN and the Ritholtz team, and it did not disappoint. The biggest reason I attend is to connect and share ideas with others that...
Today marks the beginning of National Estate Planning Awareness Week, which was created to help the public better understand this important area of financial wellness. Estate planning is a little different for everyone. While you are alive, the estate planning...
What do you think is the most common problem people have in the process of building wealth? It’s nothing complicated, like developing an investment plan or determining the most tax efficient strategies to use in retirement (although knowing what you’re doing in both...
