Blog Posts

As Thanksgiving kicks off the holiday season and a time for family gathering, it’s my pleasure to be invited by Bloomberg reporter to share my thoughts as a financial advisor on a timely, and occasionally awkward, topic: how to ask a family member for financial support during holiday season. Whether you’re pitching a wealthy relative on what you believe is a billion-dollar startup idea or asking for help with the down payment on your dream home, here’s my take on this: Wealth

With the news this week that Warren Buffett will no longer be writing Berkshire Hathaway’s annual letters, it's my pleasure to be invited by Bloomberg reporter to share my favorite Buffett quote from a financial advisor’s perspective. I started reading Berkshire Hathaway’s annual letters since high school and liked different quotes at different period. Now as a financial advisor, my favorite quote is “It pays to be active, interested and open-minded, but it does not pay to be

I’m pleased to share that I was invited by Financial Planning Magazine to comment on the recently lowered Financial Advisor Confidence Outlook (FACO) and the changes we’re seeing in clients’ risk tolerance.   The slight dip in the Financial Advisor Confidence Outlook (FACO) doesn’t surprise me as much as it lines up with what we’re seeing in overall market sentiment. I don’t think it’s necessarily a bad thing. Over the past few months, a lot of economic and policy uncertainty

We’re always looking for better ways to help you make informed and confident financial decisions. That’s why we are currently adding a new tax analysis and planning software, Holistiplan, to bring your tax picture and financial plan together in one place. Holistiplan software will let us scan your tax return to create a clean and visual review of your tax situation, spot tax-saving opportunities, and instantly model “what-if” scenarios for different tax strategies. The softwa

Recently I earned a credential as a Certified Exit Planning Advisor (CEPA®). The thought of getting this credential came to me when I...