Featured in CNBC Article: My Insights on Trump’s Recent Enactment of Tariffs
This is an excerpt from a CNBC article published on April 1-2, 2025, titled “Trump tariffs: Smart money moves … Read more
Insights From a Dad Who Is Still Figuring It Out
Let’s be honest: balancing work and raising kids is messy, exhausting, and sometimes feels impossible. It’s also the best … Read more
How I Saved 70% on Our Disney World Vacation
We’re a Star Wars family. My wife and kids are all-in — I’m the least obsessed one in the … Read more
Rethinking Wealth Management for Families of Significant Means
When people ask what I do, I could say, “I’m in wealth management” and leave it there. But that … Read more
My Thoughts on Financial Success in America
The following is my personal commentary on a recent GV Wire article about Americans’ perceptions of financial success, published … Read more
My Thoughts on Opening CD Accounts Before the Holidays
The following is my personal reflection on topics covered in a CBS News article where I was featured as … Read more
My Thoughts on the Social Security 2025 COLA Adjustment
I was recently featured in Financial Planning magazine discussing the 2025 Social Security COLA announcement. Below are my key … Read more