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Pizza!
I earned my undergraduate degree at Indiana University, located in Bloomington, Indiana. College is a time for personal growth, learning,...


The January Effect
Throughout the year, as part of a thoughtful approach to wealth management, I try to minimize the potential taxes clients owe from gains...


The Happiness Equation
Does money equate to happiness? It all depends on your perspective. “I’m rebuilding everything. I lost it all when I got sick and that...


Tune Out the Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines...


Doing Well and Doing Good
Are investing well and incorporating values around sustainability mutually exclusive? We possess the freedom to express our political...


Please Mind the Gap
Have you checked the weather today? While models can be useful for gaining insights that can help us make good decisions, they are...
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