February Newsletter-Top Places to Work, Spending Money, and Ivy League Courses

Great places to work can also be great investment opportunities. In fact, I’d argue that happy employees likely correlate to these companies’ successes. Visual Capitalist created a chart demonstrating the best places to work according to Glassdoor over the past 5 years. The list of names is impressive.The public companies that stuck out the most to me were Hubspot (ticker: HUBS)  and Nvidia (NVDA). […]

October Newsletter-Three Sides of Risk, T-Bills, Tech Jobs

Whenever I talk about investing with someone, risk almost always comes up at some point. Investing can be risky especially in the short-term. Life is inherently risky which means that life can certainly teach us valuable lessons about investing especially around the concept of risk. Morgan Housel, one of my favorite authors and speakers, wrote a blog in 2020 about the most […]

September Newsletter-Student Loan Forgiveness: Do You Qualify?

On August 24th, the Biden administration announced a student loan debt relief program. I’m all about optimizing finances and not about talking politics. If you, or someone you know, has outstanding student debt or paid it off since March 2020, you will likely qualify for some forgiveness. Learn more at the the Federal Student Aid website. This is definitely time sensitive information so pass it along […]

August Newsletter- Interest Rates Continue to Rise

Interest rates continue to rise as the Federal Reserve looks to combat inflation by slowing the economy. In both June and July the Federal Reserve raised the benchmark rates by 0.75% and hinted at more rate increases coming in the near future. What does this mean for you? Rising interest rates can affect you in many ways. Rising rates typically hit the housing market […]

Change Your Immediate Context to Open New Pathways to Success

Sometimes you read something and realize that finally there is someone else in the world who can verbalize what you’ve been feeling.  I’ve often had the flickering thought about being a coach of some sort. The most legit option for me is being a financial coach. I looked into that briefly. Talked to a few Dave Ramsey reps about their […]

Investing with The Motley Fool: A Foolish Review of a Foolish Company

I’ve talked a ton about investing on my blog recently because a huge part of following your authentic self is having the financial flexibility and freedom to focus on the things that matter most to you. I shared some of the key reasons I “fired” my financial advisor and decided to go at it alone. I even laid out a […]

Investing in Individual Public Companies is Making Me a Happier, More Optimistic Person. Here’s Why…

Image by Josh Borup from Pixabay

Until very recently, I’d never invested in individual stocks of public companies. I didn’t really understand what that even meant. My first exposure to the concept was when I accidentally watched an interview of David Gardner, the co-founder of the Motley Fool, a stock-picking service of which I am a member (a review is coming eventually, in short, join!). What […]

Don’t Follow Your Passion…Yet: Buying Time and Freedom First

Image by Monoar Rahman Rony from Pixabay

After everything I’ve written about being true to yourself and going for your goals, you might wonder why I’m now telling you to think about waiting. This concept comes from Kristy Shen. She gives some intriguing reasons to wait to follow your passion and focus on finances first. One of her main arguments is that money buys you time and financial […]