There’s a famous quote in the investing world that “this time things are different.” This quote is used over and over again to discuss new technologies, economics, or investment opportunities. But the more we see the world change, the more it almost looks the same. Let’s start with a recap of 2020 2020 was on…
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What is financial planning? When you really take the time to boil it down, it’s simply nothing more than a comprehensive planning session around some topic. For some that might be counting the days until you stop working and retire. For others, it’s understanding how to bring on a business partner, divide their company equity,…
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Over the past 5 years, the world has begun to be inundated with news on the concept of cryptocurrencies. A new way to transact, invest, and conduct commerce in the modern age. It doesn’t matter where you hear about it, everyone seems to be intrigued and confused at the same time. I remember vividly in…
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For most investors, retirement planning consists of a few simple tasks: Stuff some money in the 401k… Then, stuff some money into an IRA… Then sit back and let compound interest do its thing. For a large majority of investors, that’s enough. Life isn’t about having your entire net worth wrapped up in retirement accounts….
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