Saving money, even with kids, doesn’t have to be a hard. As a financial advisor I tend to focus on things others might glance over, like the price of guacamole at Chipotle. (See #2 below) As a parent with young kids, it seems there are more of these little expenses popping up all time. But […]
Money is hard.
Take it from us, we are honored to have very intimate, fragile conversations with clients like you every single day. And if you’ve been a part of those conversations, you know that it can be very emotional.
Sometimes we think myopically that money is just about numbers—it’s spreadsheets and calculators. All we need to do be completely rational and figure out how to get the most out of an investments. But that’s not all money is.
You may have heard the phrase: “Personal finance is a whole lot more PERSONAL, than it is finance.” There is so much truth in those words.
There’s nothing like the joys of becoming a parent…except for the stress and anxiety that comes with it. Some parents can roll with the punches—but others are better off planning each detail. Regardless, of which camp you fall, here is a financial checklist for new parents with things to do shortly after welcoming your new […]
My wife likes to comment on how I see everything in dollar amounts. Whether it’s buying a new TV or picking out cereal…I can’t help it, it’s just how I’m wired. I can’t be the only one, right? There has to be others out there who research six brands of car seat to discover the […]
In the last year, I’ve had the realization that there are far too many people living in the most financially impactful years of their lives who lack the necessary planning and guidance to make wise financial decisions. The kind of decisions that will dramatically impact their future. Those families and individuals I’m referring to are […]
Rumors speak of a man in Omaha with god-like investing prowess. His legend is constantly examined by professional, professors, and even the media pundits. His 70+ years of investing and straightforward strategy is often cited as the gold standard for experts and amateurs alike. So last month during a visit to mythical Nebraska, I decided […]
As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found your spouse a little later in life, here are three themes to help navigate this new territory. John BoorenJohn started his […]
You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information. Around here, we call this device a “de-materializer” because you no longer need to carry a phone, calendar, watch, calculator, music player, […]
In preparation for this week’s Prosper On commentary, I Googled “How to reduce taxes.” The result: nearly 45 million pages. I didn’t have a chance to go through all the results, but those I did see led to ads and articles discussing all the complex options for reducing your tax bill. With three weeks remaining […]
“News is to the mind what sugar is to the body.” – Rolf Dobelli We live in a world of news and media. We are constantly bombarded by headlines, articles, stories and breaking news updates. The media encourages us to fixate on one issue from so many angles that we tend to get dizzy and […]
Last week my partner Greg Horstman listed ten areas to review before 2012 comes to a close. This week, let’s turn our focus to 2013 and explore some habits worth adopting for the New Year.
The next 24 hours are going to be crazy. Six months of fierce politicking and advertising all comes down to this one day – election day. With the election wrapping up and a new president stepping in, hopefully we’ll see some market-plaguing uncertainty disappear. We can only hope that a clear winner is announced and […]
Apple released the newest successor to their line of consumer electronics late last week, the iPhone 5. The highly touted and anticipated phone received reviews ranging from lackluster to brilliant. But for investors it’s important to look beyond the glitz of the new device and into the sales numbers – all of which are anything […]
Bullish on Humility, Gratitude, and DisciplineDecember 21, 2022 - 1:12 pmIt has been a year for humility as many of the traditional methods of managing risk inside portfolios have been taxed. It has been a year of consciously focusing on gratitude for all that we have and all that has gone well. It also has been a year where the value of our disciplined commitment to planning has never been more highlighted.
