8 Things You Need To Know About Money That Will Change Your Life As some of you know, before my MBA I got a Bachelor’s degree in Philosophy, which at the time qualified me to ask why you want fries with your meal. Due to this educational background, I often get asked what my “philosophy”... Continue Reading →
What Should I Do With My Tax Return?
No one likes taxes. Well, some people do. Those people are weird (I'm looking at you, CPA friends!). Everyone, however, likes getting money back from the government after tax time. The question is, what should you do with it? Should you invest it? Pay down debt? Or maybe put a down payment on a Ferrari... Continue Reading →
Rising Interest Rates and What It Means For Your Money
One of the best questions to ask a financial advisor right now is “how should I protect my portfolio against interest rate risk?” If they can’t answer this question, run the other way. The reason this question is particularly salient is because for the first time in almost 40 years, we are facing a rising... Continue Reading →
Debt Management For Dummies
Debt is a word that makes a lot of people uncomfortable. We don't like to think about our debts, much less talk about them. We have all made poor financial decisions, whether out of recklessness or ignorance, but that doesn't make you or your situation hopeless. One of the greatest issues I face with new... Continue Reading →
Cryptocurrency As An Asset Class
I have been meaning to write this one for a while, but with the events of this week, I can't think of a more perfect time. Up until this year, the financial services industry has largely ignored Bitcoin and the rest of the cryptocurrency craze. However, with Bitcoin up 20x since the beginning of the... Continue Reading →
Guidelines for the DIY Investor (Part 2)
Since I received such a great response to the first article, I decided to turn this into a series. This article is mostly an FAQ about the previous one, shedding a bit of light on the reasons behind the methodology and adding a bit of depth. If you would like to see something more specific,... Continue Reading →
Guidelines for the DIY Investor
For the record, this article is not in my best interest. It would be much smarter to say that investing is complicated and best left to professionals, and that there is no way a non-professional can compete with, let alone beat, the risk-adjusted returns of a professional advisor. While this makes me want to go... Continue Reading →
Leetown Letters (v2)
Leetown Letters is a weekly newsletter intended to provide sound, legitimate literature on the topics of finance, business/entrepreneurship, personal growth, and whatever else I damn well please. Below are links to and commentary on [mostly] third-party articles/books/videos that I think are important and worth a look. Article: 6 Personality Traits of the Wealthy and Successful... Continue Reading →
Financial Planning For Millennials
When I introduce myself as a financial planner, most people think I am a stock broker or only work with rich people. I ask them if they work with one, and the response is usually "no, I don't have any money". This tells me they don't know what a financial planner is, and that the... Continue Reading →
Leetown Letters v1
Leetown Letters is a weekly newsletter intended to provide sound, legitimate literature on the topics of finance, investments, personal growth, and whatever else I damn well please. Below are links to and commentary on [mostly] third-party articles/books/videos that I think are important and worth a look. Book: Peak Performance (Brad Stulberg, Steve Magness) Peak... Continue Reading →
Not Your Father's Financial Advisor 