As some of you know, we recently added a Golden Retriever puppy to our family. His name is Olly, he’s about 10 weeks old, cute as a button, and excellent at going to the bathroom in our house. I won’t pretend to be weathering the unexpected...
When I think about writing, I have two rules. The first came to me by way of my 8th grade teacher, Mrs. Vermeulen: Sometime in high school or maybe even college, long after she was my official teacher, she said, "Jared, the only difference between writers...
One of my favorite things about being a financial advisor is the opportunity it affords me to hear different people's money stories. Our experiences with money early on, and throughout our lives, play an important role in how we think about money today. It's those...
"It's income tax time again, Americans: time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta." - Dave Barry There's a popular line of thinking that goes something like this: getting a large tax refund is...
“But it is said: Do not meddle in the affairs of wizards, for they are subtle and quick to anger. The choice is yours: to go or wait." "And it is also said," answered Frodo: "Go not to the Elves for counsel for they will answer...
Lately I’ve found myself discussing a good number of questions requiring an answer beyond a simple yes or no. Questions like, should I pay off my mortgage? I have a chunk of cash I want to invest, how and when should I put it to...
Happy Gilmore was released in 1996. Three years later I started college and during my freshman year many an evening ended with me and my roommate, Andy Hilton, grabbing the VHS off the shelf to watch the Adam Sandler classic. If you told me back...
There's a lot going on in the world of finance right now: Non-fungible tokens (NFTs) are dominating the conversation in the most nonsensical way, Bitcoin is ravenous, SPACs are cashing the blank checks that investors have handed them, awful stocks have seen huge volume and...
...the rest of us wait until income tax time. Ba dum chhh. Seriously though, the IRS says that the average taxpayer spends about 13 hours preparing their tax return each year. It's also been estimated that Americans spend around $27.7 billion every year on tax...
The Great Recession began in October of 2007. Financial institutions failed, families lost their homes, the unemployment rate doubled, and the stock market dropped over 60%. In November of 2008 the Federal Reserve launched "QE 1" and began buying up “toxic” assets, i.e., mortgages at...
