The work of a financial advisor can really be broken down under two main umbrellas: 1.) Financial planning2.) Investment management The planning is all of

Credit to @advicewitherin whose recent post highlighted this jaw dropping contrast and inspired this post. It easy to get complacent with the status quo when it’s all

Getting DMs like these still blows my mind. And I get a surprising amount of them. I picked up a lot of followers in 2019-2020

Please let me preface everything with this: Any financial analysis feels callous against the backdrop of war. This isn’t meant to mitigate or ignore the

I often see these disappointing posts on social media throwing around the term “trust fund” as if it’s some magical secret to build fantastic wealth

It’s tough to have this convo when the clear cause to this market downturn is an apparently unprovoked war that has little American support and

You may have seen a question about a “Trump Account” on your taxes and wonder what it’s all about? Well, it’s similar to an IRA,

I recently ended the lease at my old office where I would work and film videos and moved into a home office. I really wanted

I’ll admit, I really like talking about that long list on the right. In fact, most of my posts are about them. They’re academically interesting.

What other industry exists where neither the consumer NOR the service provider knows the COST of the service at the time of purchase? It’s a