Millennials, Vlog, Whiteboard Series

Whiteboard Series: Dollar Cost Averaging

Today we’re going to cover one of the basics of saving and investing: Dollar Cost Averaging.     Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Vlog, Whiteboard Series

Whiteboard Series: The VIX

You may have heard the VIX spiked nearly 40% yesterday, but you may not know what the VIX is, or what it means to you. Don’t worry, I’ve got you covered…     Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the…

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Investing, Vlog, Whiteboard Series

Whiteboard Series: The Rule of 72

The Whiteboard Series will consists of short videos covering a range of topics related to financial planning and investing–these are designed to be informational and fun. If you have anything you’d like to see show up in the series, find me on Twitter, Facebook or Instagram and let me know!

Financial Planning, Insurance, Millennials, Vlog

Vlog: Life Insurance Through Your Employer

With the exception of not having a will, inadequate life insurance is one of the most common “mistakes” I see when meeting with young families. Understandably, no one wants to have the conversation surrounding life insurance, and too often there is a false sense of security because of the life insurance coverage provided by employers. For my first video blog, aka…

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