Create a Budget You Will Actually Follow in Five Steps

Creating a budget is an essential step towards financial stability and success. Budgets help you manage your money more effectively and reduce your debts. But most importantly, they clear the path to your financial goals by illuminating what’s really important to you....

What Type of Financial Advisor Fee Structure is Best for You?

There is a common misconception among many that you cannot seek a financial advisor’s advice without having substantial assets. This is not true. Some advisors may require a minimum amount of investable assets to work with them, sure. But many don’t today, and many...

Series I Bonds: A Suitable Investment in Your Financial Plan?

My friends like to ask me for advice on their investments and “check their temperature” on what to do. These conversations have changed DRASTICALLY in just a short year. I was reading the most insane text messages in 2021. “Should I buy Ethereum, move it to Uniswap,...

Tokenized Securities Usher in the Long Tail of Finance

The title of this post was used by Bruce Fenton during his Securities Tokens series of YouTube videos, found here. Mr. Fenton equates the act of tokenizing securities to becoming the “internet of stocks.” “Tokenizing” an equity – or any asset, for that matter – would...