I had the privilege of joining John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the launch of the groundbreaking initiative ‘Campaign for Investors.’ I hope to honor Bogle’s legacy by continuing to advocate for investment industry reform and consumer safety. Watch this video to learn more about the… Continue reading →

I once had a client who asked me, point-blank: “Do I have enough money that I can fly business class the rest of my life?” So, we had a few discussions and I drew up her financial plan. The answer was “yes.” Talk about a happy customer! And that’s the important point about financial planning… Continue reading →

Remember your college days? Football games, late nights studying, parties and fun — the American college experience is unique and, for many, a transformative period. You get to play at adult responsibilities like showing up and caring for yourself, but with a safety net. No wonder some folks stay for more than four years! Increasingly,… Continue reading →

In the iconic words of Regis Philbin during his game show hosting duties, “Who wants to be a millionaire?” The better question should be who doesn’t. While it may sound lofty to dream about retiring with 6 zeroes (or more) in your account – it’s not entirely far-fetched if you play smart with your investments.… Continue reading →

Twinkling lights, travel planning, and endless emails promoting “see it to believe it” sales can only mean one thing – it’s the holiday season! Each year it seems that once a chill is in the air, companies begin to ramp up marketing efforts to promote the next big product everyone must add to their household; in… Continue reading →

Who’s to blame for the obvious and ultimately fixable gender gap in pay? “Shark Tank” star Barbara Corcoran lays at some of it at the feed of women themselves. “Women should pretend they’re a man, because men do negotiate better,” Corcoran recently said. It’s tempting to take her point. She offers a shortcut to a goal,… Continue reading →

For most people, investing can feel like a long drive down the highway. The sun is out, the road is flat, the music soothing. Even at 70 miles per hour the ride is uneventful. Until, of course, you hit a pothole or enter a rough stretch of pavement. Your trip can go from a snooze… Continue reading →

Think for a minute about all the things you spend money on day to day: Food, housing, a car, clothes, utilities, entertainment, and so on. You probably think of all of these things as essentials and mostly that’s right. Everyone needs a roof over their head, clothes on their back, and food to eat. You… Continue reading →

Recently, I sat down with Ed Melick at Grace in 30, a radio broadcast out on WERA-LP Arlington, to discuss the life-changing event that motivated me to cultivate a business centered on better investing. Grace in 30 summarizes my experience thusly: About 19 years ago, Mitch Tuchman was sitting in a McDonalds when he saw a… Continue reading →