Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market Playbook. And in this video, we’re going to...

When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...

WHY Hire a Financial Advisor A lot of people go back and forth about whether or not they should hire a financial advisor. In this video,...

One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I would avoid using powerpoint when giving a...

HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch the full length interview, you can find an...

In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero experience with sports involving snow and...

Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin surpassed $40,000 for the first time. In an...

My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...

Want to have a good laugh? I recently took a few moments to review my personal and investing goals for 2020. That’s right—I actually set...

The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...