The 3% Buyer’s Agent Commission

Information asymmetry is one of the biggest contributing factors to financial mishap.  In the financial services sector, structure and incentive compound this information gap.  The word “Fiduciary” often gets thrown around as the Fiduciary Ruling was one of...

Would you hire an obese personal trainer?

California legislature recently passed a measure requiring all presidential candidates to release their tax returns to get on the primary ballot.  The Presidential Tax Transparency & Accountability Act, SB 27 would require that candidates release the previous five...

Information Asymmetry

Did you know there are over 500 million bloggers in the world?! As I start to crack this extensive world of bloggers in a meaningful manner, I remain nervous and excited to share my perspective about Life, Money, and Information Asymmetry  I hope these thoughts will...

Young Professionals

Help me lay the proper foundation to achieve my long-term goals

I’m a Young Professional that wants to know how I can take advantage of time to best start growing my wealth for the future.

Young Professionals. Help me set my family up for success with the right goals

Growing Families

Help me insure I am on the right path to secure our financial future and lifestyle

I’ve checked some basic boxes, but I am unsure if I could be doing more for my family.

financial advice for growing families

Financially Independent

Help me understand what more I can do with my wealth and taxes

I want to protect the wealth I’ve worked for while maximizing my current lifestyle and legacy goals. 

pre retirement wealth management advice