The recent Royal Wedding of Prince Harry and Meghan Markle captivated people around the world. It was a star-studded event which inspired Royal Wedding Watch Parties and people glued to their televisions for hours watching every...
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.
Conventional wisdom may lead you to believe that the trading platform that offers the most bells and whistles will result in the best performance. In the words of Dr. Ian Malcolm, “…your scientists were so preoccupied...
MEDICAL EXPENSES The law temporarily reduces the threshold to deduct unreimbursed medical expenses to 7.5% AGI (used to be 10%). This reduction only applies to expenses incurred in 2017 & 2018 and then goes back to 10% for expenses...
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.
Making the leap into retirement is like planning a family vacation. Along the way, we face challenges. Some of which we can prepare for, and others can strike suddenly, with no warning. Having recently returned home from a Disney cruise with my family, I can relate. Despite my wife’s planning every detail of our trip in advance as always, we ran into some unexpected issues…
I feel like I am always connecting my personal life to my work life… it’s a habit that I can’t break! My wife and I were talking about what she was going to do in the new flower beds this year and it got me thinking...
The days are getting longer and it looks like Winter has finally decided to return to hibernation until next year. Hallelujah! As I'm sure is the case for many of you, the minute warmer weather rears it's sunny face, I am ready to get down to business.
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…
