Financial Technology
Robots & Humans “It’s easy to buy a cookbook but really hard to find a chef book” by Seth Godin Linchpin Linchpin by Seth Godin is one of my all time favorite motivational books. I reread it every couple […]
Investing Intelligence
Retirement Plan Check up
Give Your Retirement Plan an Annual Checkup I typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven’t revisited your plan yet in 2016, the end of the year […]
My So-Called Financial Life and What I Have Learned so Far
Financial Life I found that there are a lot of financial planners out there who are giving advice but not letting you look into their financial world. How do you know if they practice what they preach? Wouldn’t you […]
Infamous Financial Quotes
Throughout my career, I have worked with all types of people and have heard some crazy things about money. Below is a short list of some of the most common things I have heard, and my responses. Have you said […]
value vs growth
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What’s the difference between growth investing […]
