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I do a lot of reading and thinking about personal finance so that our clients don’t have to and over the last few years I've realized that it might be worthwhile to share some of my current thinking outside of regularly scheduled meetings.  So in 2022 I am going to do something about that and periodically share my thoughts through a series of short recordings...which I’ve creatively titled ‘What I’m Thinking’.

(Hey, what do you want - I'm a financial guy, not an artist!).  

Over time there will be some topics that appeal to everyone, some that will be mildly interesting and some that only folks who are really into personal finance will find useful - which is just perfect.  Take whatever is useful to you from these and ignore the rest - in fact I give you permission to just hit the delete button if it sounds Iike more work than fun to listen!

Mark Twain once said ‘I was going to write you a long letter but I didn’t have time, so I’m writing you a long one.’  

I love that concept, and I work really hard to keep these episodes short and digestible.  So if you find a topic interesting, please do take a few minutes to give a listen.
The first episode addresses how to think about investing in light of the volatile start we've had in 2022 and more importantly what to DO (or not do) about it.

I hope you enjoy W.I.T. - please share it with others that might enjoy it as well! 

Let me know your thoughts about this episode in the comments section on YouTube or via

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