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My first blog post of 2021! We’re only a month into it, and this new year has already brought a lot of changes, including a new president. I’ve been receiving questions about what the change in government will mean for…

It's been way too long since we've posted on the blog! Life is full and business is great, so the days are flying by. But we had to celebrate today because it's one of our favorite days of the year!…

Twelve years ago when our twins were born, Kaimey and I shared a dream to give our children the most exposure to other cultures and the world that we could. I had a dream of moving our family for a…

In our last blog post I shared about a decision we made to purchase a house, update it, and rent it despite being a little reluctant. I thought I’d share an update now that we have renters moved in. Renovation…

Do what I say, not what I do. About half of my clients have brought up the idea of buying a rent house. From what you hear about rent houses it seems like a no brainer in terms of a…

I think I just made the best investment I could ever make. Kaimey and I opened UTMA accounts for our kids and let them invest in the stock market for the first time. I had been wanting to do this…

Last Friday President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). I’m not going to go into too much detail about everything in the act (if you’re interested you can read a long summary…

With the recent volatility in the market the past few weeks, I’ve been busy checking in with clients. I’ve shared with them our strategy, what we’re doing, what we’re not doing, and how we respond to times like these. If…

I like to be fully transparent with my clients. I encourage them to ask me hard questions, and I’m committed to answering them truthfully. For example, is it a positive or a negative that I am the only financial planner…

I had a passion in finances from an early age, partly because I was simply interested, but also because my dad really prioritized teaching me. We used to have “Stock Talk Tuesdays” after dinner. He would pull out annual reports…