by Brian Davis | May 31, 2019 | Contributors
The rich really do have access to more investment opportunities than the rest of us. I remember the first time I was turned down when I went to invest money. The fund manager said “I’m sorry, but I can only accept investments from accredited investors.” I’d never...
by Brian Davis | Apr 23, 2019 | Contributors
Millennials are earning less than their parents or grandparents did, when they were young adults. A recent study by the Federal Reserve found that young men in 1978 earned a median income of $56,100 (in 2016 dollars). But by 2014, that median income had dropped to a...
by Brian Davis | Mar 14, 2019 | Contributors
My mother always told me “If you ignore your teeth, they’ll go away.” The same is true for your money. Wealth doesn’t just happen. It’s not an accident. Rather, it’s the result of careful cultivation and attention. Spring is the perfect time to spruce up not just your...
by Brian Davis | Feb 20, 2019 | Contributors
What’s a greater predictor for success in life: a child’s intelligence or their parents’ wealth? If you guessed the latter, pat yourself on the back. A recent study reported by the Washington Post analyzed the genes associated with gifted intelligence, and compared...
by Brian Davis | Jan 15, 2019 | Contributors
If there were a college course on Retirement Planning 101, its core concepts would include safe withdrawal rates and sequence risk. Why? Because safe withdrawal rates help you answer two critical questions for retirement planning. First, how much do you need to save...
by Brian Davis | Dec 18, 2018 | Contributors
No one wants to feel like a grinch during the holidays. But it’s that very guilt that drives us to spend more than we can afford. Before whipping out the plastic this holiday season, here are some sobering statistics to help you slow your spending and throw less money...
