Where does one start when looking back on 2020? It seemed the year was off to a poor start when Kobe Bryant and his 13 year old daughter were tragically killed in a helicopter crash. The year continued to go downhill from there. By the end of … [Read more...] about A Look Back at 2020
10 Years As a Financial Advisor
At the end of December I will have been a financial advisor for 10 years. In some sense it feels like a lifetime has gone by, and in other ways it only feels like a few months. Early in my career I feared the question from prospective clients "how … [Read more...] about 10 Years As a Financial Advisor
Take the Parallax View
Parallax - is a displacement or difference in the apparent position of an object viewed along two different lines of sight. Billy Beane is the general manager of the Oakland Athletics baseball team, and portrayed by Brad Pitt in the 2011 movie, … [Read more...] about Take the Parallax View
Should You Sell Your Stocks Before The Election?
I don't know if you've heard, but there is a Presidential election in November. Every 4 years this seems to add a bit of nervousness for investors. This is the third Presidential election in my short career as a financial planner. In all three … [Read more...] about Should You Sell Your Stocks Before The Election?
Does Investing in Gold Make Sense?
Investing in gold is once again gaining in popularity, with the price appreciating over 25% for the year thus far. On August 6th the price reached an all time high of $2,065 an ounce and it has since retracted. Some investors view gold as a hedge … [Read more...] about Does Investing in Gold Make Sense?
A Few Words on Stock Splits
"Please cut the pizza into 4 pieces because I'm not hungry enough to eat 8." -Yogi Berra Before I say anything critical about Tesla's stock split, I would like to take the opportunity to remind everyone the stock is up about 300% since I questioned … [Read more...] about A Few Words on Stock Splits