Congratulations—you’ve conquered your longstanding financial and professional goals at last. Maybe it hasn’t always been so easy or straightforward trying to reach this point, but those challenges along the way have made your success that much more satisfying....
I think about diversity and inclusion a lot. I sit on a diversity advisory board for the XY Planning Network with our primary goal being to try to bring more women and people of color to the financial planning profession. I’m also really passionate about making...
As humans, we’re faced with an endless array of daily decisions. Everything from what we wear, to what we eat, how we spend our time and more require conscious discernment to ensure we’re maximizing our chances of success, while minimizing decision making stress. But...
Surely you’ve heard (and maybe even embrace) the idea that money can’t buy happiness. After all, happiness is the one thing we dream about that can’t be placed in an Amazon shopping cart or bought from our favorite big box store. Or can it? In their book, Happy Money:...
Last week, I attended a cybersecurity roundtable discussion organized by the North American Securities Administrators Association (NASAA). The Federal Bureau of Investigation (FBI), Securities and Exchange Commission (SEC), Treasury Department and the security teams...
Most of the time, I’m working with clients who’ve never had a financial advisor before. They come to me either thinking I operate more like a hedge fund or stock picker (I don’t), or they have a very specific financial issue they’re trying to tackle. Maybe...
