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I took off 5 months between my last job and joining Bluestone Wealth Partners. I wanted to be incredibly thoughtful and selective around this next season of my career. After many years of cross-country moves & life on the road, I was looking for somewhere to fully invest myself and put down my career roots. I was not entertaining short-term steppingstones. I spent 11 amazing years at my previous firm, BlackRock. Eleven years is a long time for anyone to spend at a company today, but perhaps even more unusual for someone my age. Call me old school, but the thought of jumping from one job to the next makes me break out in a cold sweat. I am, and have always been, a planner.

As an executive, you put in long hours.  Your days are packed with meetings and deadlines.  When you hit your targets, the bar is raised even higher for next year.  Executives’ compensation packages are increasingly complex.  Most execs don’t have the time or expertise to manage their finances as well as they manage their careers, and in many cases they don’t know what they don’t know.

Throughout the last 5 years with my previous firm, this was hands down the most common questions I received from clients. It’s no wonder given the massive ETF growth the industry has experienced. Today there are nearly $3 Trillion in US ETF assets alone. * The good news is, they’re quite simple.

Welcome to the weird wild world of parenthood! This is the most rewarding experience you will ever have in your life, though that part might not hit you right off the bat. As a four-year veteran dad of two boys, I am far from having it all figured out. Everyone has heard about the terrible twos, how hard it is to get a full night’s sleep, and all of the…

Aren’t bonds supposed to be the safe part of the portfolio? So what is this “bond bubble” we are hearing about everywhere? Well, when interest rates go up, bond prices go down. Most investors know this, and there is certainly no shortage of disturbing headlines on the subject. Here are a few:

The S&P 500 has gained 295% from the day the market bottomed out on March 9th, 2009 to December 31st, 20171 . In other words, it has nearly quadrupled in less than 8 years. This is one of the biggest and longest rallies the market has...

As we are about to close the books on 2017, I want to share a few reminders that may benefit you financially. Believe me, I understand that you’d rather watch a holiday movie and enjoy freshly baked cookies, but it’s important to note that because of this year’s tax reform … we can still make a great impact on our finances by December 31.