Assured Misery

This week's The Distillery is another introspective piece which takes you through "a few little things to avoid in life," with of course, an ending message around investing and using money to make a better life for yourself and family. Happy Holidays. Read More >

How Much is Enough?

This week's The Distillery is a timeless question, "how much is enough?" I know we've all pondered it, or are pondering it currently. It's a big leap to step back from a big salary or an extra tranche of stock, but perhaps the reduced stress and additional free time is worth it. That, of course, is up to you to decide. Read More >

For markets, there’s one thing worse than bad news

This week's The Distillery is a nice and short piece reminding us why markets sell off. It's never really about the actual headlines, but the uncertainty around how the ever-evolving landscape can potentially impact earnings of companies, and therefore the stock market. Enjoy! Read More >

Put Purpose in Your Financial Planning

One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as long as you physically could.

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Can I Give my QCD to a DAF? And Other Questions

This week's The Distillery kicks off our tax planning content, as we head into year-end. QCD's have been around for a few years now, but the strategy is certainly worth a refresher, especially if you're both charitable and taking RMD's. Enjoy! Read More >

Should You Buy a Home in the US?

This week's The Distillery is an article written by one of the more famous present day economists and author of Irrational Exuberance, Robert Schiller. He pens a response to a reader who disagrees with his views on the housing market and I think it's worth reading for the varying perspectives Schiller walks us through, especially considering the current real estate environment. Enjoy! Read More >

Nobody Should Overpay For A College Degree

This week's The Distillery is an eye opening piece regarding the markup on college tuition, and more importantly, how to bring pricing back down to fair market value and save some of your hard earned money. Enjoy! Read More >

10 truths about the stock market

This week's The Distillery is a wonderfully compiled list of stock market truths by Sam Ro of TKer. As investors, we often have a hard time separating headlines and noise from truth and historical context. Even if you believe yourself to not be a part of that group, you'll enjoy this read. Read More >

A Problem with the Quantified Self

This week's The Distillery is a quick and entertaining piece reminding us that technological advances within the quantified self and wellness app world don't come without their own drawbacks, namely noise. Much like investing, noise most often works against you.   Read More >