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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Financial Planning, Whiteboard Series

Whiteboard Series: Components of a Financial Plan

I had a little help with this edition of the Whiteboard Series; Leo and I discuss the components of a financial plan. If your financial plan does not address these different aspects of your finances, you don’t have a financial plan–you have sales material. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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Whiteboard Series

Whiteboard Series: Dividend Reinvestment

This week we are going to expand upon the last Whiteboard Series and discuss dividend reinvestment and its contribution to the power of compound interest. One simple investment practice can make a huge difference in the longterm outcome of your portfolio. Check it out! Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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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!