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I am very happy to announce I will be joining Hardy Capital onto the Savvy Wealth platform. Savvy Wealth is a tech focused, venture backed firm, with a YES first attitude that is needed now more than ever. The team has been incredible and togethe
I am happy to share that I have gotten married! BUT! The ceremony is just the beginning and now the real work begins! After going through the tedious process of combining accounts, talking to experts, and filling out dozens of paperwork, I&rsquo
I attended a lunch hosted by one of the largest private real estate portfolios in the world. 30 other advisors were in attendance responsible for Billions of dollars collectively. I took some notes: Part 1 1) Reallocate existing exposure 2) Of
Thank you to the @loyolamarymount Finance Society for having me speak to your students! Prof. Joshua Spizman and Ryan Yamashita were fantastic hosts and it was good to see students engaged and curious. We’ve hired a few students from LMU an
Sometimes it’s good to remind yourself to take some time off. @liampatrickwall and I are getting some we’ll deserved sunshine today. He’s playing great through the first round!
5 Financial Topics to discuss with your Significant other this Valentines Day Money can be a touchy and complicated topic for some people. Things might get even more complex as two people with different financial backgrounds come together and share