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Work W/ Me
Financial Planning + Investment Management
Speaking
Insight
The Media
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Free Consultation
About
Work W/ Me
Financial Planning + Investment Management
Speaking
Insight
The Media
Connect
Free Consultation
About
Work W/ Me
Financial Planning + Investment Management
Speaking
Insight
The Media
Connect
Free Consultation
About
Work W/ Me
Financial Planning + Investment Management
Speaking
Insight
The Media
Connect
Free Consultation
The Media
Articles I've written
published articles
December 9, 2021
| Morningstar
What Are Restricted Stock Units?
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December 3, 2021
| Morningstar
How Biden’s Tax Proposals Could Affect You
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July 2, 2021
| Morningstar
Building a Virtual Practice
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May 18, 2021
| Morningstar
What to Know When Your Company Goes Public
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March 17, 2021
| Morningstar
How Do Employee Stock Options Work?
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March 17, 2021
| Morningstar
How Equity Compensation Fits Into Your Clients’ Financial Plans
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January 25, 2021
| Morningstar
How to Build an Online Brand Using Social Media
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December 11, 2020
| Morningstar
Year-End Equity Compensation Planning: Keep More in Your Pocket
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November 23, 2020
| Morningstar
Building a Niche Advisory Firm From the Ground Up
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press
December 9, 2021
| Discover
The Magical Third Paycheck: 5 Budgeting Hacks If You’re Paid Biweekly
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December 7, 2021
| Nerdwallet
6 Great Recession Money Lessons That Still Apply Today
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June 28, 2021
| Investopedia
Investopedia 100 Top Financial Advisors of 2021
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June 24, 2021
| Financial Planning
How advisors are moving to protect clients from crypto crashes
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June 15, 2021
| Financial Planning
What advisors see as the biggest mistakes, misconceptions among potential clients
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December 10, 2020
| Business Insider
Millennials are experiencing their second recession in a decade. Here are 23 of the best financial advisors who specialize in tackling their specific debt and affordability issues.
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December 1, 2020
| Financial Planning
Financial advisor compensation: Grids, fees and conflicts
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October 27, 2020
| CNBC
Give up these 5 things if you want to become debt-free in 2020, experts say
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October 26, 2020
| Investopedia
Investopedia 100 Top Financial Advisors of 2020
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September 29, 2020
| ETF.com
How 4 Advisors Use Emerging Market ETFs
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September 13, 2020
| Wall Street Journal
The Game Plan: Their Small Business Has Done OK in the Pandemic. Now What?
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July 22, 2020
| ETF.com
Thematic ETFs Find Their Niche
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June 15, 2020
| CNBC
Work in the airline or hospitality industries? Watch out for this hidden financial risk
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June 9, 2020
| Business Insider
Racial bias in mortgage lending is very real, but there are steps you can take to secure a loan when the odds are stacked against you
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March 31, 2020
| WealthManagement.com
Advisors Need a Break Too. Here Are the Apps, Shows and Projects Advisors Are Engaged With in Self-Quarantine
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February 28, 2020
| CNBC
Sanders proposal to raise these taxes could hit start-up workers
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September 24, 2019
| ETF.com
5 Things Advisors Don’t Understand
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December 31, 2018
| Forbes
How To Keep Your Financial Resolutions In The New Year
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November 19, 2018
| Magnify Money
A Financial Checklist for Your 1st Year in the Workforce
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November 16, 2018
| U.S. News World & Report
Why Did My Credit Card Interest Rate Increase?
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October 27, 2018
| Investment News
6 myths about millennials that could harm adviser businesses
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October 26, 2018
| The Simple Dollar
Public Service Loan Forgiveness: How to Qualify (and Why So Few People Do)
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July 6, 2018
| HUffPost
Buying A Home? Don’t Fall Victim To These 7 Mortgage Myths
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