Personal finance can seem overwhelming, and many people initially think they need a financial advisor to navigate key decisions around budgeting, retirement saving, and investing. In some specific situations, an...
A few years back, I was planning a personal finance presentation for my colleagues highlighting the importance of low fees, diversification, and passive investing. One of my colleagues wanted to...
The last year has accelerated societal change in many ways, and the rise of ESG investing is quickly emerging as another way to transform our investing approach. More investment funds...
Several years ago, a friend showed me a detailed Excel model he built to evaluate whether he should attend graduate school. He had built several scenarios comparing the costs/benefits of...
“Will Social Security even exist when I retire?” That’s often the first question young professionals ask me when I start talking about saving for retirement. I can’t predict the future,...
When I used to lead personal finance workshops for my colleagues, I often started by asking attendees how they would define the term “wealth”. Some people knew exactly what purchase...
