All Past Newsletters
What is affordable freedom? Well, it can mean different things to different people. But when working with my clients, we …
I tend to focus so much on financial planning and investing from a personal financial freedom standpoint, that I sometimes …
What does Professor Google Say? If you do a quick Google search for “how much do I need to retire,” …
Cannabis Investing: Betting on Federal Legalization When investing, it’s important to remember that all investing is a form of speculation. …
After spending the previous week completely detached from work (to spend the whole week doing fun stuff with my son …
This week’s blog post describes what I believe is the core of an intelligent long-term investment strategy. If you’d like …
Overview of Investment Risks Investing comes with a lot of risks. When you consider the different types of risks that …
First things first: is there a bubble? According to Investopedia, during a bubble, “assets typically trade at a price, or …
Did you see that presidential debate a couple weeks ago? I kinda wish I hadn’t. And then how about President …
Opening Commentary As you know, the Reflective Wealth Global Growth strategy (RWGG) is designed with a long-term focus on growth. …
Using Debt to Maximize Wellbeing We all want to maximize the quality of our lives, right? And while money …
What is Values-Based Financial Planning? Traditionally, financial planning has been centered around maximizing the zeros in a …
Second only to time, money is the next most important tool we have to improve our wellbeing and, ultimately, the …
Historical stock market returns during election years Many people think that election years can have a big impact …
The US labor shortage that isn’t going away I believe the most pressing economic issue our country …
Small businesses are the bedrock of the American economy In the United States, we’re free to do whatever work …
Part 1: How We Got Here In order to understand why I think the residential housing market will crash …
Wall Street is at it again. Trying to squeeze more money out of you. Technology has disrupted the investment …
Basic investment advice will often tell you that owning a broad US index fund — such as one that tracks …