Welcome to September, my favorite month to be an Oregonian! Hopefully you're enjoying life and making the most of this good weather while...

Big news! I am officially a CFA Charterholder! To give you some context, the Chartered Financial Analyst (CFA®) credential is the most...

This month's newsletter is a bit of a departure from the usual books, podcasts, etc. Since it's (finally!) summer, after an especially...

I have just two recommendations for you in this month's newsletter. I think what I most enjoy sharing is something that empowers a...

The biggest financial risk is running out of money in retirement. Are there other risks? Yes. But are they more important than making...

First off, let me say, this isn't advice tailored to your individual situation. HSAs aren't a good fit for everybody, as I discuss at the...

I thought this conversation between Tim Ferris and Rick Rubin was really interesting. Rick Rubin is a record producer who has worked with...

My recommendation this month is Peter Zeihan's book, The Accidental Superpower. His thesis is that America has a number of geographic and...

It's funny how, the more I learn, the more I re-discover the same stuff that Buffett has been saying and doing for decades now. Writing...

Berkshire Hathaway is a company that I and some of my clients own shares in. This article isn't a recommendation to buy or sell shares,...

The big question on my mind these days is whether inflation is "transitory" or enduring. This matters because inflation tends to have a...

The thing about investing in stocks is, they aren't bonds. "Well, duh," you say, "obviously stocks and bonds are different. Everybody...

TLDR: Yeah. It is. Investors spend a lot of time speculating (read: daydreaming) about what it would be like to have bought Amazon stock...

One of my goals is to help people make financial decisions that increase their happiness and satisfaction in life. At times, this can...

I don't ask this question to provide a "right answer" that will apply to everyone in the ultra-high-net-worth category. Instead, I'd like...

I hope you are doing well and enjoying a little extra sunshine and longer daylight hours. This winter felt longer than usual to me, so I...

Inflation has broad and profound effects on the economy, particularly in the worlds of business and investing. It puts added pressure on...

The relationship between inflation and stock market performance is not as straightforward as some pundits (and some advisors) have...

For any money you'll need within a year or less, I wouldn't recommend investing your cash reserve in anything riskier than very short...

The problem with goals is when they crowd out everything else in your mind. From the outside, this looks like determination (which is a...