20 Mar 2024

Posted at 14:29h in The Friday Brief by

As a financial advisor, I often find myself having conversations about the delicate balance between current spending and saving for future financial goals. Recently, Crystal and I encountered this tension in our own lives when we considered using savings we had designated for a new...

07 Feb 2024

Posted at 13:21h in The Friday Brief by

Monday, January the 29th, marked the start of our nation’s tax season. That’s the date when the Internal Revenue Service began accepting and processing 2023 tax year returns. Very few people enjoy filing their taxes as it can be a difficult and complex process. Perhaps one...

11 Jan 2024

Posted at 15:18h in The Friday Brief by

Lately, I've been thinking, and writing, a lot about the possibility of making alternative investments in our "retirement portfolios." Not the kind of alternative investments that the Yale Endowment or ultra-high net worth family offices often make. Rather, investments in our health and our relationships,...