Correcting Some Common Tax Misconceptions

Well, hello there. How's that for a catchy title? You may have noticed that there hasn’t been a blog posted in several weeks now. With various work and personal travel plus some extra responsibilities around the office, I haven’t been able to put pen to paper (or fingers to keyboard, I suppose) in a longer time than I’d prefer. This is why I’d like Continue Reading

What’s Your Number?

Do you know what your number is? I sound like an ad for the Sleep Number mattress, but what I mean is do you know how much you need to accomplish your goals? Retirement, college funding, the flexibility to travel, etc.? In my experience, many have this number in their head—“I just need $1 million…”—but don’t have the necessary context behind it. Continue Reading

Letting Go

Spring cleaning is just around the corner for many, but being that I live in Tucson and we are pretty much in Spring from January-May my wife and I got started early last week. We never feel as if we keep too much stuff around, but that hypothesis was once again tested (and proven false) when we started going through the closets. For example, Continue Reading

One Tweet is Worth 1,000….Trades?

I had an interesting article passed along to me a couple of weeks ago and it’s only become more relevant since: Discount Brokerages to Donald Trump: Keep Tweeting There are a couple lessons here that we can address: This is actually good insight into how markets process information, and This is further insight into why we should decline Continue Reading

A Lesson Learned

I’m fortunate to be part of a year-long program this year focusing on leadership. I look forward to hearing different perspectives and how I might implement the lessons across my professional and personal life. But I bring this program up not to tell you about what’s in store for me for the next year, but to relay an anecdote that serves as a nice Continue Reading