The Bear Market Playbook: Tax Loss Harvesting
Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market...
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Tag: Financial Planner Charlotte NC
Dear Bear Market Investors
When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll...
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Why Should You Hire a Financial Advisor?
WHY Hire a Financial Advisor A lot of people go back and forth about whether or not they...
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Money Conversations: Part 1
One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I...
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3 Retirement Conversations to have Right Now
We recently poured some concrete at my house. It’s not a major project that we’re working on at...
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Halftime 2021: An Interview with Steve Osterink Jr., CFA®,CFP®
HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch...
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5 Questions for Halftime 2021
In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero...
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An Honest Mechanic
When I was a young boy, my mom and dad bought a baby blue cadillac. I don’t remember much about...
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A Conversation About Bitcoin
Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin...
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How To Spend Your Stimulus Check
This week stands to be a big week for the United States, as we expect to see Joe Biden inaugurated...
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Hail Marys and Buzzer Beaters:
One of my most vivid memories from my high school basketball career didn’t happen in front...
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Comfortably Uncomfortable
My first football practice in high school was nothing like a traditional football practice. There...
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