Portfolio Manteniance The words rebalance and redesign sound similar, but are two completely different concepts with different applications. Once you have begun investing you will need to evaluate your portfolio on a regular basis. Life happens. So your portfolio […]
Starting Off Talking to any teenager about money management can be tough. Adolescence is an age of discovering who you are as person, which unfortunately means spending money. Since your teenager doesn’t typically pay many bills, they are likely to […]
Tourist Trap and Life Trap This artwork has been in my office for almost 10 years. It’s called “Tourist Trap” by Thomas Barbey. Every time I get stuck or need to clear my head I look at […]
If You Won A Million Dollars…. It’s a hypothetical scenario, many of us used to play around with as early as elementary school. To have wealth, to be wealthy… for some reason we all get the bug early. […]
Everything You Ever Wanted to Know about Asset Allocation What is an asset anyway? It’s an interesting question, because no one ever seems to ask. In conversation, however, it becomes clear that our conventional misunderstanding can carry financial repercussions. […]
