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A new kind of suburb!

2 years ago, my wife and I moved from the city out to the suburbs. Our desire was to live in a walkable community with friends and family and have access to some good restaurants and amenities. According to research from Zillow, almost half of millennial homeowners live in the suburbs. While millennials might have…

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How disciplined will you be in the next downturn?

Do you remember early 2016? I sure do. The global stock market dropped approximately 15% from November 2015 to February 2016. During that time, I received several calls from clients expressing concern.  Some of these concerns are paraphrased below: “I can’t handle seeing my money disappear any further.” “Such a sharp drop in the market…

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Damage from Hurricane Harvey: What you need to know

  After Hurricane Harvey made landfall this week, there are lots of people in Texas and the surrounding states with damage to their homes and property.  For most people, their house is a significant part of their overall net worth.  In light of these events, I asked Mike Sheehan, a licensed public adjuster, to write…

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A Dishes to Riches story

I heard this story on the radio the other day and just had to learn more about the story of Ali Sonko, a native of Gambia. After 14 years of cleaning the plates at Noma, a restaurant that has been named the world’s best 4 times, he is now part owner of the company that…

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