Financial Geekery

This deceptively simple question comes up quite a lot when I'm talking to clients. There are actually several different questions they m

When should you use it? Where does it fit in your overall portfolio? Can you invest it? All good questions. Welcome to emergency savings 201

We have to have an Adaptive Financial Planning mindset. But that doesn't mean we're completely at the mercy of chance.

How do you allocate your dollars such that you are prepared for the future, but also living fully in the present?

The concept of "Plan B" is extremely useful for two main reasons, either of which may be more important depending on what kind of

What does "working towards your financial goals" even look like? Let's talk about that.

It's my job to maximize not just your return on investment, but your return on life. And giving your money away is a core part of that.

My advice is always this: assume your data has already been stolen, and go from there.

Aren't you supposed to invest more conservatively in retirement? Isn't your investment management strategy supposed to change at tha

Mindful of our emotions and biases, let's talk about some approaches to debt management.