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6 secrets to getting a good deal on a house

I was recently interviewed by Vox's Tim Lee for his story on home buying. It is well worth reading. I often work with clients on helping them think clearly about real estate, rent v. buy, and how to approach home buying. If you are thinking about those questions, contact me! If you know someone who would [...]

By |2018-02-21T20:29:01-05:00August 11th, 2014|Uncategorized|2 Comments

The Financial Shuffle

Specific sectors of the stock market (Industrials, Technology, Healthcare, etc) vary a lot year to year. Some years tech is a big winner (2003!) relative to other sectors. Other years it's a big loser (2001, 2002, and 2004) relatively. This is one reason why it is important to diversify. Allfinancialmatters puts together a great visual representation [...]

By |2018-02-21T20:29:01-05:00January 2nd, 2014|Uncategorized|2 Comments

A Conversation About Power, Sex, and Money

I recently had a conversation with wonderful and brilliant freelance writer Meghan Nesmith. The transcript is up over at the Billfold. It's a good intro to my views of money and relationship. It was a lot of fun to work on and I am really pleased with how it came out.

By |2018-02-21T20:29:01-05:00February 13th, 2013|Uncategorized|Comments Off on A Conversation About Power, Sex, and Money

Renting and Buying

It wasn't long ago that major defining dichotomies in my peer group included things like Science v. Humanities. As the years have gone by Renting v. Buying has made a big showing as an important and interesting question. People don't discuss it much in person considering how important it is. I think that this is [...]

By |2018-02-21T20:29:01-05:00April 17th, 2012|Uncategorized|Comments Off on Renting and Buying

Relationships and Money

Several years ago, Ron Lieber of the NYT put together a great piece on relationships and money. This article suggests the contours of a discussion couples contemplate marriage should have about money. Here is the main section: What follows is a list of four financial issues that ought to be near the top of the [...]

By |2018-02-21T20:29:02-05:00January 5th, 2012|Uncategorized|Comments Off on Relationships and Money

Flow of Dough

This is one of the best posts on budgeting tools, money tracking, and best practices I've ever scene. Check it out.

By |2018-02-21T20:29:02-05:00November 17th, 2011|Uncategorized|Comments Off on Flow of Dough

Fisherman

The header photo is a shout out to one of my favorite stories about earning, consumption and contentment: One day a fisherman was sitting on a bench on a lovely pier, watching the tide come in. His fishing pole propped up and he was very relaxed. A businessman came walking down the beach trying to [...]

By |2018-02-21T20:29:02-05:00October 4th, 2011|Uncategorized|Comments Off on Fisherman

A Non-Obvious Benefit to a Down Market

It's upsetting when the stock markets are down and our investments have lost value. Certainly, it'd be better to have not lost the money in the first place, but given that we have, there are a few non-intuitive benefits. I was working with a client recently who should sell some old investments since the funds [...]

By |2018-02-21T20:29:02-05:00October 3rd, 2011|Uncategorized|2 Comments

Investment and Justice

In my introductory FAQ I address commons questions folks in the 20-40 range face about money. Conspicuously absent from that post was a broad discussion of how ethical considerations ought to impact investment decisions. There are a few basic approaches to Socially Responsible Investing (SRI): Negative Screening: this approach removes companies that the investor thinks are problematic. You might, for [...]

By |2018-02-21T20:29:02-05:00September 30th, 2011|Uncategorized|Comments Off on Investment and Justice

Tithing

What are our philanthropic obligations? How much should we give to charity/justice? When? These aren't new questions. Tithing is the oldest known Jewish Israelite solution to this problem, though it is was practiced much more widely: Tithes were common throughout the ancient Near East, as well as in Lydia, Arabia, and Carthage. My goal is to have my annual [...]

By |2018-02-21T20:29:03-05:00September 30th, 2011|Uncategorized|2 Comments
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