Your Financial Plan and Lessons From a Historic First Six Months of 2020
July 1, 2020
Despite market volatility, staying disciplined kept your plan on track in 2020.
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September 19, 2017
Every lawyer knows the importance of rainmaking. It’s a ubiquitous discussion topic in law firm land. Virtually every legal industry conference features sessions on rainmaking best practices and consultants crisscross America training the future rainmakers of Big Law. Rainmaking matters. It greatly impacts your compensation and capacity to create wealth. While rainmaking largely drives how […]
March 24, 2020
During periods of market volatility, it is very normal to pay close attention to your portfolio while putting other aspects of your financial life on hold. However, there are many important planning items that should not be overlooked during these times. Here are a few planning ideas that can be implemented during market downturns that […]
October 24, 2017
I recently had the good fortune to go backpacking in the Wasatch National Forest for the first time in my life. While I have been “car camping” and hiking for years, I have never put every necessity into a backpack and headed out into the wilderness to camp. Being a financial planner, naturally I related […]