Reasonable but Arbitrary: The Best You Can Do with Many Financial Decisions.
Have you ever had questions like these about your own finances? Wondered how to figure out the answer?
Read MoreHave you ever had questions like these about your own finances? Wondered how to figure out the answer?
Read MoreI am an investment advisor. I believe that I, and many other investment advisors, bring real value to our clients’ lives. But man, this profession is rife with, mmmm, unseemly behavior.Read More
One of the most wonderful parts of being a personal financial planner is that I get to see inside the lives and heads (and neuroses…of which I have my fair share, too) of lots of people. My clients share a touching amount of their lives with me. I try quite hard, indeed, to cultivate a relationship and environment in which people feel comfortable doing that. I believe the fleece jacket goes a long way.Read More
As is part of my weekend tradition, this past weekend I read Jason Zweig’s column (paywall) in the Wall Street Journal. (And yes, to answer your unasked question: I do revel in embodying some stereotypes of financial professionals.)
Things I learned at Grace Hopper this year:
Today is Flow’s third anniversary. Hallelujah.
I am occasionally the introspective sort. And occasionally others benefit from those introspections, so I thought I’d publish said introspections on the last three years. Here’s my two-year retrospective.Read More
Let’s just get this out of the way at the beginning: There is no one right way to combine finances with your romantic partner. The “right” way differs from couple to couple…and over time for the same couple!
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You cannot cruise the internet without tripping over articles about the partial government shutdown and the increasingly horrible effects it’s having on many government workers and their finances and their psyches.
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If you have a yoga practice, you probably know the importance of having a strong, rooted foundation so that the rest of your body can “fly,” both joyfully and safely. Turns out, personal finances work the same way.Read More