As we wrap up 2025 and head into its final weeks filled with merriment, loved ones (those near, far, and those forever missed), and good food, I want to take the opportunity to say how deeply thankful we are for you. Thank you for trusting us...
In the world of investing, just as in life, you can make a careful, well-reasoned decision and still end up with an outcome that leaves you disappointed. And the reverse is true as well. Every now and then, a rushed or thinly supported choice can...
With Thanksgiving now in the rear window, we are firmly in the Christmas season. This time of year is associated with a range of emotions, from pure joy and excitement to stress and busyness. One thing that’s impossible to miss are the invitations to spend...
Driving the kids to school a few days ago, Jack said, "Dad, can you believe we're already halfway through November?" I responded by pointing out that school started three months ago, and neither of us could believe it. The old saying that "the days are...
The job of an NBA General Manager is to construct the best roster of basketball players available given the money constraints of the team owner. Once the roster is there, you let them cook, as the kids say. They have to play the game, and...
On a recent trip to my parents’ house, I found The Beanie Baby Handbook – 1998 Edition, available exclusively through Scholastic school markets. This unofficial guide packs in collector tips, trivia, and a directory of the current and retired collections. Like any good investment prospectus, this...
Before 2025 slips into the shadows, take a few minutes to shine a flashlight on your finances. These spooky yet sensible money moves can help you wrap up the year wisely and prepare for what lurks around the corner in 2026. 1. Exorcise Unchecked Contributions in...
In light of the fall season, Megan and I recently watched Nora Ephron's 1998 classic romcom You've Got Mail, starring Tom Hanks and Meg Ryan. While this is one of Megan's favorite fall related movies, it was the first time I had watched it! I enjoyed...
Over the past few weeks, the "Other Things You Might Find Interesting...
Over time, I have become convinced that the number one side effect of wealth is anxiety. There are many, many reasons for it: the loneliness, the intangible, no-boundary "knowledge work" that typically accompanies wealth building, the proliferation of decision fatigue and complexity management, the tiresome...
