Author: Jeremy

I’m currently reading a book by Mark Buchanan – for the fourth time. Literally. I read it first in 2008, again in 2015, again in 2018, and again now in 2020. This means I’m an[…]

Perhaps one of the most confused word we use in finance – and perhaps in life in general – is risk. I recently was reviewing the annual update of my firm’s ADV, and was reminded[…]

When we moved into our current house, there was some pretty extensive landscaping already in place. Really beautiful plants and trees and bushes all professionally laid out. Truthfully, it’s way more than what we would[…]

We’re coming up on the season of goal setting – the time where we start thinking about everything we want to accomplish in the New Year. Early November is when I personally start thinking about[…]

A son walks into his father’s home office: SON: “Daddy, may I ask you a question?” DAD: “Sure son, what is it?” SON: “How much do you make an hour?” DAD: “Well, that’s kind of[…]

Over the past few weeks, Sonya Dreizler has been posting a series of some eye-opening, heart-breaking, and anger-inducing posts titled Do Better – a chronicle of how women in financial services have been sexually harassed[…]

[Image credit to Farnam Street] We live in an age of seemingly infinite information. I tried to find the answer to “How much information is on the internet” and the numbers being referenced were beyond[…]

The word addiction is not something I’m attempting to throw around lightly, so I want to tread carefully here. Drug and substance abuse is very real, and not something I’m trying to diminish by using[…]

No, not I love you. (Although I can’t argue against that.) Three words I think we should say more often are I Don’t Know. I mean this as individuals, as parents, as advisors, as mentors,[…]

I have a confession to make, one that I fear shows how nerdy and analytical I can be. Very early in the days that I started Fident, I wrote out a mock, future transcript of[…]