Publications

6 Things I Wish I’d Known My First Year in the Profession

The Journal of Financial Planning: Examining Total Portfolio Performance: U.S. Government Vs. Corporate Bonds

The Journal of Financial Planning: Dollar-Cost Averaging Using the CAPE Ratio: An Identifiable Trend Influencing Outperformance

Define Financial: Financial Planning Blog

Journal of Financial Planning Practice Management Blog: Financial Planning Priorities for New Parents

Investopedia: Skip the Fake News and Choose Boring Investments

Paladin Registry: 10 Things Your Financial Advisor Won’t Tell You

Think Advisor: HDHP vs. conventional health plan: How to determine the best fit

Seeking Alpha: Should I Have Held Commodities In My Portfolio?

Jon Luskin’s Master’s Thesis: Case Studies on Institutional Asset Management