Bigger Picture, Financial Planning

No More Excuses…

If you haven’t started a plan to reach your financial goals, what’s stopping you? I’ve already put to rest the “I don’t have enough assets for an advisor” and “I don’t need to be planning yet” defenses here and here, so those can’t be the reason.  So what’s keeping you from meeting with a financial advisor? Embarrassment and denial.


Weekly Mixtape for June 2, 2017

Every Friday I’ll be releasing my own compilation, a mixtape if you will, of blog posts from the week I think are worth your time. It may have been a short week, but there was no shortage of content this week, so let’s get into it…

Vlog, Whiteboard Series

Whiteboard Series: Tax Loss Harvesting

Roman and Leo decided to help me out with today’s Whiteboard Series video. In episode #7 we discuss the basics of tax loss harvesting. I mention this in the video, but to be safe, please consult your financial advisor and/or tax professional before evaluating, or implementing this strategy in your portfolio. In case your interested in my T-Shirt here’s the…

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