Financial Designations & Basketball Shoes:
Designations are like basketball shoes. Let me explain.
Three Things: February 22nd, 2024
Things compound… Money, habits, hippos, etc. Let’s talk about it (and the NBA dunk contest and nutrition). Enjoy!
International Diversification
Some thoughts on a global portfolio and a story to help manage your potential for hypocrisy.
A Real Estate Discussion
A client went through a pretty standard real estate transaction. Here’s how it went.
The Battle for Your Cash
Everyone wants your cash… they just don’t want to pay you for it.
Where To Hide
You’re gonna need a good story to get through the next investment cycle. Trust me.
Questions for My Mom’s Advisor
If my mom needed a new advisor, these are the interview questions I’d have her ask.
Comfortably Numb
Hello? Is there anybody in there? Just nod if you can hear me.
Okay good. I thought for a minute you were an FTX investor.