Featured in CNBC Article: My Insights on Trump’s Recent Enactment of Tariffs
April 1, 2025This is an excerpt from a CNBC article published on April 1-2, 2025, titled “Trump tariffs: Smart money moves to...Read More
Articles
Insights From a Dad Who Is Still Figuring It Out
March 31, 2025Let’s be honest: balancing work and raising kids is messy, exhausting, and sometimes feels impossible. It’s also the best thing...Read More
How I Saved 70% on Our Disney World Vacation
March 28, 2025We’re a Star Wars family. My wife and kids are all-in — I’m the least obsessed one in the house,...Read More
Rethinking Wealth Management for Families of Significant Means
March 26, 2025When people ask what I do, I could say, “I’m in wealth management” and leave it there. But that hardly...Read More
Featured in GV Wire: My Thoughts on Financial Success in America
January 22, 2025The following is my personal commentary on a recent GV Wire article about Americans’ perceptions of financial success, published on...Read More
Featured in CBS News: My Thoughts on Opening CD Accounts Before the Holidays
November 26, 2024The following is my personal reflection on topics covered in a CBS News article where I was featured as a...Read More
Featured in Financial Planning: My Thoughts on the Social Security 2025 COLA Adjustment
October 15, 2024I was recently featured in Financial Planning magazine discussing the 2025 Social Security COLA announcement. Below are my key insights...Read More