Featured
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February 2025
- Feb 13, 2025 What Tariffs and Trade Wars Mean for Long-Term Investors Feb 13, 2025
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January 2025
- Jan 24, 2025 Market Perspectives After a Nervous Start to 2025 Jan 24, 2025
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November 2024
- Nov 6, 2024 The Outcome of the 2024 Presidential Election and Investing Nov 6, 2024
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August 2024
- Aug 5, 2024 Perspective on the Fed and Market Sell-Off Aug 5, 2024
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April 2024
- Apr 4, 2024 3 Market Insights for Investors in Q2 2024 Apr 4, 2024
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July 2023
- Jul 13, 2023 Second Quarter 2023 In Review Jul 13, 2023
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May 2023
- May 2, 2023 First Quarter 2023 In Review May 2, 2023
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January 2023
- Jan 19, 2023 Fourth Quarter & Full Year 2022 In Review Jan 19, 2023
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October 2022
- Oct 13, 2022 Third Quarter 2022 in Review Oct 13, 2022
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July 2022
- Jul 13, 2022 Second Quarter 2022 In Review Jul 13, 2022
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May 2022
- May 9, 2022 Perspective May 9, 2022
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April 2022
- Apr 22, 2022 First Quarter 2022 In Review Apr 22, 2022
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January 2022
- Jan 28, 2022 Mr. Market's Wild Ride Jan 28, 2022
- Jan 18, 2022 Fourth Quarter & Full Year 2021 In Review Jan 18, 2022
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October 2021
- Oct 22, 2021 The Fiduciary's Dilemma: How Should Financial Planners Talk To Clients About Crypto? Oct 22, 2021
- Oct 13, 2021 Third Quarter 2021 In Review Oct 13, 2021
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April 2021
- Apr 23, 2021 First Quarter 2021 In Review Apr 23, 2021
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February 2021
- Feb 3, 2021 3 Takeaways From the GameStop Debacle Feb 3, 2021
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January 2021
- Jan 13, 2021 2020 In Review; Or, It's the End of the World As We Know It (and My Portfolio Feels Fine) Jan 13, 2021
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October 2020
- Oct 9, 2020 Third Quarter 2020 In Review Oct 9, 2020
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September 2020
- Sep 17, 2020 The September Effect Sep 17, 2020
- Sep 10, 2020 Your Employer is Going Public and You Have Restricted Stock Units. Now What? Sep 10, 2020
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July 2020
- Jul 31, 2020 "The Girl with the Dragon Tattoo", the Economy, and Financial Markets Jul 31, 2020
- Jul 10, 2020 Second Quarter 2020 In Review Jul 10, 2020
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June 2020
- Jun 26, 2020 Hang In There Jun 26, 2020
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April 2020
- Apr 7, 2020 First Quarter 2020 In Review Apr 7, 2020
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March 2020
- Mar 16, 2020 Investing Is Hard. Focus On What You Can Control. Mar 16, 2020
- Mar 9, 2020 Ongoing Volatility in the Financial Markets Mar 9, 2020
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February 2020
- Feb 28, 2020 Keep Calm and Stick to Your Financial Plan Feb 28, 2020
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January 2020
- Jan 24, 2020 Key Takeaways of the SECURE Act of 2019 Jan 24, 2020
- Jan 3, 2020 My New Year's Resolutions for 2020 Jan 3, 2020
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December 2019
- Dec 27, 2019 What I Learned In 2019 Dec 27, 2019
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June 2019
- Jun 6, 2019 Another Downside of Aging: Elder Abuse Jun 6, 2019
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March 2019
- Mar 8, 2019 Knowing When To Let Go Mar 8, 2019
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February 2019
- Feb 8, 2019 Residual Self-Image and Personal Spending Feb 8, 2019
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December 2018
- Dec 7, 2018 Stay Calm And Focus On Your Plan Dec 7, 2018
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November 2018
- Nov 16, 2018 Diversification: The Avengers of Investing Nov 16, 2018
- Nov 2, 2018 Best 529 College Savings Plans, 2018 Edition Nov 2, 2018
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October 2018
- Oct 26, 2018 Investing Is Hard Oct 26, 2018
- Oct 12, 2018 Third Quarter 2018 In Review Oct 12, 2018
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July 2018
- Jul 13, 2018 Second Quarter 2018 In Review Jul 13, 2018
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May 2018
- May 23, 2018 The Ins and Outs of the DC Tuition Assistance Grant (DCTAG) May 23, 2018
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April 2018
- Apr 27, 2018 The sad state of financial literacy in the U.S. Apr 27, 2018
- Apr 24, 2018 DFP in the News: Forbes.com, "2 Things You Can Control With Your Money" Apr 24, 2018
- Apr 20, 2018 Here We Go Again Apr 20, 2018
- Apr 10, 2018 First Quarter 2018 In Review Apr 10, 2018
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February 2018
- Feb 12, 2018 Mr. Market's Wild Ride Feb 12, 2018
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January 2018
- Jan 10, 2018 Fourth Quarter and Full-Year 2017 In Review Jan 10, 2018
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December 2017
- Dec 15, 2017 Tax Reform: Things To Do Before December 31st Dec 15, 2017
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November 2017
- Nov 22, 2017 Happy Thanksgiving! Nov 22, 2017
- Nov 10, 2017 The Old Versus the New Nov 10, 2017
- Nov 8, 2017 You Know You Need a Financial Advisor When... Nov 8, 2017
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October 2017
- Oct 17, 2017 Third Quarter 2017 In Review Oct 17, 2017
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September 2017
- Sep 14, 2017 My Answers to the 19 Questions You Should Ask Every Financial Advisor Sep 14, 2017
- Sep 12, 2017 Equifax Data Breach - What You Should Do Next Sep 12, 2017
- Sep 8, 2017 My Takeaways From the 2017 XY Planning Network Conference Sep 8, 2017
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August 2017
- Aug 27, 2017 The Frugal Traveler or: How to Get Lodging in Europe for Less Than $10/Day Aug 27, 2017
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July 2017
- Jul 27, 2017 Second Quarter 2017 In Review Jul 27, 2017
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May 2017
- May 19, 2017 Practicing What I Preach May 19, 2017
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April 2017
- Apr 28, 2017 Take Our Daughters (and Sons) to Work Day Yields Interesting Ideas About What I Do Apr 28, 2017
- Apr 19, 2017 First Quarter 2017 In Review Apr 19, 2017
- Apr 7, 2017 Review of the Overhauled D.C. College Savings Plan Apr 7, 2017
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March 2017
- Mar 24, 2017 Iceland, Bank Bailouts, and Alternative History Mar 24, 2017
- Mar 7, 2017 Highlights from Warren Buffett's Annual Letter, February 2017 Mar 7, 2017
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February 2017
- Feb 9, 2017 Update on the Fiduciary Rule (Spoiler: It's Not Dead Yet) Feb 9, 2017
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January 2017
- Jan 23, 2017 Here's What Happens When You Take a Financial Planner to Las Vegas Jan 23, 2017
- Jan 12, 2017 My Take on the Fourth Quarter of 2016 + Full Year Jan 12, 2017
- Jan 6, 2017 Despite My Best Efforts, I Ended Up Writing About New Year's Resolutions Jan 6, 2017
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December 2016
- Dec 16, 2016 Everyone Is Irrational Dec 16, 2016
- Dec 9, 2016 That Time I Got Sick After Visiting Iceland Dec 9, 2016
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November 2016
- Nov 9, 2016 Post-Election Thoughts Nov 9, 2016
- Nov 7, 2016 Lemonade Stands, Autonomous Cars, and the Future of America Nov 7, 2016
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October 2016
- Oct 21, 2016 Financial Planners - They're Just Like Us! Oct 21, 2016
- Oct 15, 2016 Third Quarter 2016 In Review Oct 15, 2016
- Oct 7, 2016 A Taxing Problem Oct 7, 2016
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September 2016
- Sep 30, 2016 To Merge, or Not to Merge Sep 30, 2016
- Sep 23, 2016 Takeaways From the 2016 XYPN Conference Sep 23, 2016
- Sep 9, 2016 Fundamental Analysis vs. Technical Analysis: Fight! Sep 9, 2016
- Sep 2, 2016 CPI: DOA or A-OK? Sep 2, 2016
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August 2016
- Aug 26, 2016 Your Credit Score Demystified Aug 26, 2016
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March 2016
- Mar 18, 2016 Adventures in Home-Buying Mar 18, 2016
Navigating Market Volatility: Understanding the Impact of Tariffs and Trade Policy. This article examines the recent surge in trade tensions, exploring the historical context of tariffs, their impact on the US economy, the dollar, and inflation. Learn how investors can maintain perspective and focus on long-term goals amidst market fluctuations driven by trade policy headlines