Two years ago this month, I wrote a piece asking you to rate your financial well-being on a scale of 1 to 10 — 1 being poor and 10 being excellent. While acknowledging that everyone would have a slightly different version, I also made an...
A research piece published in April of this year looked at how financial advisers at two large Canadian firms invested both their clients' money as well as their own. The data covered 4,000 financial advisors, 500,000 clients, and spanned 14 years. Its findings are frustrating,...
Major League Baseball is an interesting place right now. After a number of seasons where offensive numbers (especially home runs) have been trending higher than ever, a number of things have happened to suddenly and drastically curtail offensive output: a new baseball was put into...
It's not as exciting as a pirate looking at 40 but it's still hard for me to believe that in just over 7 months I'll be 50 years old. Sure, I've had more aches and pains in recent years and I've been noticing more gray...
It’s not breaking news to say the U.S. housing market is on fire. From April, 2020, to April, 2021, median home prices increased by 17.2%. There are myriad reasons for this: lack of supply (the roots of which can be traced all the way back...
Earlier this week Fidelity made some waves for an announcement that "it will issue debit cards and offer investing and savings accounts to 13- to 17-year-olds whose parents or guardians also invest with the firm. The accounts will let teens buy and sell U.S. stocks, Fidelity...
“We are, as a species, addicted to story. Even when the body goes to sleep, the mind stays up all night, telling itself stories.” — Jonathan Gottschall, The Storytelling Animal: How Stories Make Us Human We all love to hear stories. A really good one can...
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...
