I am aware that no one really wants to hear their financial advisor voice opinions over a political issue, so I'll try to only do this on rare occasions. Student loans and college planning are well within the realm of financial planning, so here we … [Read more...] about Student Loan Forgiveness

Zach and I joined Bryan Buesking on the STL Leaders Podcast in October. Check it out here: STL Leaders Podcast … [Read more...] about Appearance on STL Leaders Podcast

Statistical crimes are off the charts (no pun intended) in 2020. Why? It's easy to accept a chart or graph on the internet at face value without diving into it any deeper. A little book I love is a short read written by Darrell Huff in 1954 titled … [Read more...] about How To Lie With Statistics – COVID Edition

This is the first ever quarterly update from Meredith Wealth Planning. Assuming I stay in this position for about 30 more years, you can expect about 119 more of these. Much has transpired since I launched the firm in early March. I am proud to … [Read more...] about Quarterly Thoughts (2nd quarter 2019)

This may surprise you, but a lot of clients have similar concerns when it comes to investing in markets. Here's a few that come up every now and then: -What if the Fed raises/cuts interest rates? -What if we go to war in the middle east … [Read more...] about Overlooked Risks