Dec 31, 2019

You are likely going to be worse at managing your portfolio than a financial advisor. Said another way: You need a financial advisor. So, how do you go about choosing one? Jared gets into the weeds on how to choose one and some of the protections you have as a client.

Dec 24, 2019

As Benjamin Franklin was famous for saying, “But in this world nothing can be said to be certain, except death and taxes.” Jared discusses the implications of high property taxes, and why sales taxes are more efficient than wealth taxes to address perceived wealth inequality.

Dec 19, 2019

Every portfolio has volatility. The only way to smooth out volatility is to ensure your portfolio is diversified, but very few people realize that to do that you need to break the correlation among your investments. Do you understand the equation? Jared discusses what you may not be doing to adequately address risk.

Dec 17, 2019

Jared breaks down how to fly first class, gain airline benefits, and what’s really going on in first class…

Dec 13, 2019

Less than half of us with access to a 401k plan take advantage of it. That’s like rejecting a stack of $100 bills because it’s too much effort to pick up. Jared explains that if you can double-click your mouse button, you can jump-start your retirement and save a bit on taxes, too.