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Wealth Management 101 

Latest From My Personal Finance Blog

How Should I Pay Down My Debt?

Debt — most of us have it. While debt can be an excellent tool to achieve major milestones like a college education or a home purchase, it can also be corrosive to your financial health and stability. And very few “regular folks” have ever been educated on how to deal with debt optimally. In my ongoing quest to bring good financial advice directly to you, this month I’m taking on debt.

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Making a Will: What’s the Big Deal?

When I sit down with a client to review their overall financial health, I almost always ask if they have a will in place. My Type A’s typically do, but the majority of others don’t. Overwhelmingly, the reasons clients give for not having a will are: 1. It’s not that important 2. I don’t want to think about dying There’s not much I can do about the second reason, but maybe I can help with number one.

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Just Eat the Treat Already

Walking down the stairs one afternoon, I saw my little dog Foxy resting on her spot on the couch. As I got closer, I saw her tiny body stiffen, her ears turn down, and her eyes grow big. Arriving next to the couch, I asked her: “Foxy, what are you doing?” She responded with a soft growl and moved her body to cover a small lump in her blanket. She was hoarding a treat.

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In Praise of Simplicity: Tips for a Healthy Portfolio

All too often, clients come to me with investment ideas they like. Some are good and some are not so good, but many of them are complex. As humans, we are often seduced by complexity, as though the more glamorous or intricate an investment instrument is, the better it must be. Why own a set of simple and low cost index funds when you can buy a hedge fund? Why buy and hold when you can trade actively? Is the market falling? Why not short some stocks?! Just think of the possibilities!

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