Investment Professional.
Productivity Enthusiast.
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The Value of Credentials (Was it Worth it?)
Considering how much money and effort goes into earning credentials, their value has become a hot topic for debate. As someone with a few different credentials, here’s my take on it.
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How I Got All Those Credentials
In my professional signature, I’ve got lots of letters after my name – CFA, ASA, CERA, and MBA – also known as credentials.
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The Dead Simple Basics of Personal Finance (Infographic)
“What do I do with my money?” It is by far the most common question I get from friends, family, coworkers, acquaintances, and even strangers. I usually answer by drawing a simple diagram.
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The Hidden Skill of Managing Expectations (and How to Do It Right)
Expectation management has been my most powerful tool in impressing managers and clients.
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Optimize Credit Card Rewards with Welcome Offers from Chase
In personal finance, I focus on big wins. I didn’t think this included credit card rewards. I was wrong.
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Does Anyone Actually Need a Savings Account?
You should be saving money and following good financial habits. Just don’t use a Savings Account to do it.