Prior to the Major League Baseball (MLB) All-Star break, my brother and I will be taking our eldest children to their first MLB game at Citizens Bank Park in Philadelphia. My son (6) and my…
Read More
I’m not sure if anyone else finds themselves in this situation, but I find my social media feeds saturated with clips from the Dave Ramsey call-in show. If you aren’t familiar with this content, these…
Read More
Throughout my career, I’ve come across many phrases and mantras (or cliches) that seem to have gained a permanent foothold among investment managers and media pundits alike. After the 2008 financial crisis, you couldn’t see…
Read More
With my eldest son in his first year in the public school system, my wife and I have had to quickly become accustomed to the concept of ‘spring break’ travel. Historically, I’ve tried to avoid…
Read More
After nearly two decades as residents of Colorado, my wife and I made the difficult decision to relocate our family to our home state on the east coast back in early 2021. This decision came…
Read More
On January 11th, eleven new spot Bitcoin exchange traded funds (ETFs) began publicly trading after receiving authorization by the Securities and Exchange Commission (SEC). Bitcoin and other cryptocurrencies often draw quite a bit of interest…
Read More
The old adage “be fearful when others are greedy, be greedy when others are fearful” is often ascribed to acclaimed investor and Berkshire Hathaway CEO, Warren Buffett. Based on my experience as an investment manager,…
Read More
As children, my older brother and I were extremely fortunate to be raised by parents who were avid travelers. Not only were my parents adventurous when it came to both domestic and international travel, but…
Read More
Year-End Reflections Each quarter, our entire Entrepreneur Aligned team gathers and connects for several days of internal meetings, lessons, discussions, training sessions, events, and more. These ‘team weeks’ have been vital in creating and cultivating…
Read More
Over the past decade, one of the most fascinating and often misunderstood innovations in the wealth management and financial services industry has been the broad acceptance, utilization and growth of ESG investing. ESG is an…
Read More
