College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
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Snow Day Thoughts: The Work from Home Dilemma
As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I see are beautiful rolling hills and snow flurries as the winter elements are starting to fill the air. I’m in my sweatpants and tee shirt while my daughters are watching television home from a snow day. It is 9am and I’ve already worked out, sent dozens of emails, and made a few phone calls. Generally I’m not a big work from home guy (although I feel like I’m always working regardless of where I am) but today’s weather has got me thinking. What would it be like to work from home all the time? Would I like it myself? As an owner of a small company would I like it for my employees? Let me share my thoughts and would love to hear yours as well.
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4th Quarter 2018 Market Commentary Video
Andrew Rosen, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
READ MORE...6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. When I have the pleasure of working with ones parents and children (3 generations), it becomes a real social experiment. In this setting I see how these people are more alike than they imagine. It offers itself as an interesting generational sample pool.
READ MORE...2nd Quarter 2019 Market Commentary Video
Kyle Hill, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
READ MORE...The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to take a vacation. These individuals never decompress and thus make themselves miserable. Much of the show’s second season is filmed in the Catskills. Back then families vacationed together for the entire summer. Often, they’d rent a cabin (think Dirty Dancing style) for the season where there’d be dances and activities for the whole family to enjoy. Most importantly, they’d relax for an entire three months a year. (Crazy, right?)
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