5 Tips to Managing A Market Correction

Odds are if you’re an investor, you’ve experienced market corrections along your journey. Market corrections are classified as a drop in 10% or more from the asset class highs. For example, the S&P 500, the index for large-cap U.S stocks, experiences a correction on average once per year according to Deutsche Bank. Naturally, you’d think investors[…]

myths about investing

4 Myths About Investing That Hold You Back

Whether you’re a new investor, or have years of experience under your belt, you’ve likely come across several “myths” about investing that held you back at the time. When it comes to investing, hindsight is truly 20/20. “I should’ve, if only I would’ve, or I could be rich!”, are all statements that can be made[…]

build wealth

Should my Investment Strategy Change as my Wealth Grows?

My journey in the financial advice industry began primarily working with retirees and near-retirees. The experience of working with older generations provided me with a unique perspective when it comes to the advice I give younger generations, whom I primarily work with now. One thing I’ve learned is wealth can be built in many different[…]

managing concentrated stock positions

Managing Concentrated Stock Positions

Living in Seattle and primarily working with individuals and families in the tech industry, I’m very in touch with our burgeoning tech scene. Industry titans such as Amazon, Microsoft, Facebook, Apple, and Google, all have large offices here. If you work in the tech industry you’re also likely familiar with the variety of equity compensation structures[…]

asset allocation

5 Things Every Investor Should Know About Their Portfolio

When I first started to invest on my own at 19 through a Scottrade account, I admittedly had no idea what I was doing. I would scour through articles on the internet looking for information on the latest and greatest technology in hopes of finding a hidden gem of a company to buy stock in. I[…]

steps to financial success in your 30's

Steps to Financial Success in Your 30’s

If you’ve laid the foundation for financial success in your 20’s, your 30’s should be a breeze right? Well, many things may have changed since your 20’s, you may have gotten married, settled down, had kids, and bought a home. These major lifestyle changes bring with it many new financial obligations and decisions to be[…]

certainty of uncertainty

Planning for the Certainty of Uncertainty

Life is full of uncertain experiences, events, and outcomes. It’s what makes life interesting, fulfilling, and fun. That to a certain extent we’re uncertain what our future holds. We can only do so much to further our careers, protect our loved ones, or advance our knowledge. In the end, there will always be a degree[…]

active versus passive investing

The Great Debate: Active Versus Passive Investing

At the forefront of the investment world over the past decade has been the debate over active versus passive investing. Active funds, or mutual funds, have managers that “actively” buy and sell investments in order to beat their respective benchmark or accomplish their specific objective. On the other hand, passive funds have no manager, they[…]

stock options

My Company’s Tech Stock is Booming! What Should I Do?

Since the mid-1990’s, the internet and the digital age have transformed the way we live. Technology has been the foundation for industry disruption and as a result, there continues to be an opportunity for technology companies to rise from a small start-up to a full-fledged public company in a matter of years. With the sudden[…]

warren buffett annual letter

Warren Buffett Annual Letter: What it Teaches Us About Personal Finance and Investing

Every year, dating back to 1977, Warren Buffett has written Berkshire Hathaway’s annual shareholder letter. Warren Buffets annual letter, has attracted more than just Berkshire shareholders over the years. Its essentially become gospel for investors, businessmen, and women and anyone interesting in understanding the thought process of a genius businessman and investor. Our investment philosophy can be[…]

understanding stock options

Understanding Your Employee Stock Options

Employee stock options are a common benefit in the tech industry. Not only do they incentivize employees to stick around, but employees benefit directly from their hard work in the form of ownership in company stock. Understanding stock options and how to incorporate them into your financial plan is a whole other story. For some[…]