The Milestone of Milestones
When you make the decision to become a parent, you and your spouse/partner go on…

When you make the decision to become a parent, you and your spouse/partner go on…
I recently attended a fundraiser for the Double H Ranch (https://www.doublehranch.org/) which is located in…
Physicians have many unique financial situations that other professionals do not experience and subsequentially they…
When I’m working with clients who have equity compensation there are three main areas of…
In economics, one data point by itself does not usually tell a story but when…
From a very early age, retirement is elevated as a goal that one day we…
When couples get married, they quickly realize that finances, which were somewhat relevant when they…
In the 1992 presidential election, Jame’s Carville, who was the campaign manager for Bill Clinton,…
In 1996, I was 4 years into my professional career and just received a promotion,…
There is a wise saying in the world of investing that if you want to…
A constant theme I bring up with my team is “expectations management”. In life, it…
Throughout my Economics Master program in Virginia Tech one of my favorite areas of study…