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How To Create an Affordable Freedom Lifestyle
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How To Create an Affordable Freedom Lifestyle
What is affordable freedom? Well, it can mean different things to different people. But when working with my clients, we …
An All-American Lie
Basic investment advice will often tell you that owning a broad US index fund — such as one that tracks …
How much should you save for your child’s future?
I tend to focus so much on financial planning and investing from a personal financial freedom standpoint, that I sometimes …
How Much Do You Need to Retire?
What does Professor Google Say? If you do a quick Google search for “how much do I need to retire,” …
Long-Term Growth Theme: Cannabis
Cannabis Investing: Betting on Federal Legalization When investing, it’s important to remember that all investing is a form of speculation. …
Minimalism: A Wealth Enhancing Drug with No Side Effects
After spending the previous week completely detached from work (to spend the whole week doing fun stuff with my son …
You’re contributing. You should profit, too.
This week’s blog post describes what I believe is the core of an intelligent long-term investment strategy. If you’d like …
Using Time Horizon Buckets to Grow and Protect Wealth
Overview of Investment Risks Investing comes with a lot of risks. When you consider the different types of risks that …
How to Protect Yourself from the AI Bubble
First things first: is there a bubble? According to Investopedia, during a bubble, “assets typically trade at a price, or …
Who’s Better for the Economy? Trump or Biden?
Did you see that presidential debate a couple weeks ago? I kinda wish I hadn’t. And then how about President …
Reflective Wealth Global Growth Strategy – 2024 Mid Year Update
Opening Commentary As you know, the Reflective Wealth Global Growth strategy (RWGG) is designed with a long-term focus on growth. …
Using Debt to Maximize Wellbeing
Using Debt to Maximize Wellbeing We all want to maximize the quality of our lives, right? And while money …
What is Values-Based Financial Planning?
What is Values-Based Financial Planning? Traditionally, financial planning has been centered around maximizing the zeros in a …
4-Step Financial Decision Making Process
Second only to time, money is the next most important tool we have to improve our wellbeing and, ultimately, the …
Do Presidential Elections Matter to the Stock Market?
Historical stock market returns during election years Many people think that election years can have a big impact …
Higher Inflation may be the New Normal
The US labor shortage that isn’t going away I believe the most pressing economic issue our country …
Sometimes Freedom is a Choice
“How the hell were you able to walk away from the money and job security?” I was …
The small business boom (and why you should care)
Small businesses are the bedrock of the American economy In the United States, we’re free to do whatever work …
Impending Real Estate Crash
Part 1: How We Got Here In order to understand why I think the residential housing market will crash …
Direct Indexing – Don’t Buy the Hype
Wall Street is at it again. Trying to squeeze more money out of you. Technology has disrupted the investment …
Get Comfortable with Volatility
Volatility is Here to Stay For the past 20+ years, we’ve had tremendous stock market volatility, thanks to shareholder …
Get Ready to Welcome a New Bull Market
To understand why I think the current bear market is almost over – and why a new bull market will …
Attempting to Decode Inflation
We all know that inflation is tough right now. It’s the highest level of inflation in the United States since …