Featured
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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
