April 2020 – Finding Your Ideal Career

At the age of 29, Jack had dropped out of New York University. He was unemployed, and living in a tiny apartment he could barely afford. He tried desperately to find work, but got turned down by numerous employers, including managers at McDonald’s. Eventually, he met up with a long time friend, and they committed all…

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Coronavirus Quarantine Time

We had an excellent virtual seminar on Monday. For those of you who participated, thank you! It was great to have you as part of the presentation. I also want to extend a special thanks to Wework, Washington D.C. for sponsoring the event. As we settle into a period of extended social isolation, I wanted…

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Virtual Seminar Invitation

Good morning! I hope your week is off to a good start. I’d like to invite you to a virtual personal finance seminar today at 12:00 pm Eastern Time. This is being sponsored by wework in Washington, D.C. You can join us here: https://wework.zoom.com/j/569374032 The meeting ID is 569 374 032. We can discuss any…

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Getting Through Uncertain Times

I hope you and your loved ones are staying healthy and well during this time of anxiety and uncertainty around the COVID-19 pandemic. People throughout the world are dealing with this in different ways, but we’re all equally indebted to those serving on the frontlines of care. If you or a loved one is a…

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Value Investing in 2020

There’s much discouragement among investors right now. This is the first major bear market we’ve seen in a long time, and the stress and uncertainty could prolong it. Yet, this is also one of the best times to be investing. We’ve talked about value investing previously, and none of those timeless principles have changed. Right…

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Thinking “Outside-the-box” in Tax Season

When I was twelve years old, my Uncle Frank and two of my cousins came to visit the family for the holidays. While the adults were doing their adult thing, and it was too cold to play outside, the boys started a board game of Conquest of the Empire. My cousin Jeff always seemed to…

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March 2020: Recession-proof your investments

With the recent threat of a global pandemic, and stock markets around the world in free fall, it’s very tempting to sell your investments and run for the door. I encourage you to stay the course. The most important investing principle is to not lose your cool and not change your saving plan. Don’t let…

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Recession-proof your finances

When I was in the Marine Corps, we planned our missions where we prepared for the worst possible scenario. We called it the enemy’s most dangerous course of action. In some ways, preparing for recessions is similar. Your personal finances are an important part of your life, and it’s important to remember that good economic…

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Seminar Invitation

Next week I’m giving a complimentary live seminar. The details are below. When: February 19, 2020; 12:00 p.m. – 1:00 p.m. Eastern Time Where: We Work, 1342 Florida Ave NW, Washington, D.C. If you are in the area and able to attend, join me for a discussion on your personal finances and how to grow…

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Debt Elimination Strategies

I have a friend who accumulated a lot of debt, and he was looking for some advice on how to pay it off. Since I was in the process of discussing debt elimination, I thought this would be a good time to share some of these ideas with you, too. Most people have some kind…

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