Archive for November 2022

We’re building a new home and should have possession of it sometime in February. I’ve been asked a few times if we are going to hang onto our existing home and rent it out. After I stop laughing I explain why I have no desire to own a rental property. I admit that I have…

It was a sobering week for crypto bros, as yet another epic collapse has exposed the supposed “future of money” as little more than a house of cards. Crypto trading platform FTX, which landed high profile partnerships with the likes of Tom Brady and Steph Curry, and signed a $135M agreement with the Miami Heat…

Most of my work as a financial planner boils down to helping clients use their resources to achieve their financial goals over time. But where do those goals come from? How do we know they’re the “right” goals?  The team at PWL Capital dug into the research around goal setting and found that, “people are…