May 28, 2021 by Think AdvisorWhat are experienced financial advisors telling their clients that ask about Bitcoin? Find out (including Matt’s take on the topic) in this article from Think Advisor.
May 27, 2021 by The Wall Street JournalWhen markets turn volatile, it is hard enough for one person to make decisions. Add another person to the mix, and tempers can flare if a couple disagrees about how much of their portfolio to invest in stocks. Matt was honored to contribute to this article in The Wall Street Journal on how to navigate different investment strategies between spouses.
May 18, 2021 by NextAdvisor in Partnership with TIMEIf there’s one thing you should know about investing in cryptocurrency, it’s that you’re in for a roller coaster ride. Values fluctuate by the minute — sometimes drastically — driven by speculation, hype, and even the whims of Elon Musk. Find out Matt’s comments and what things you should consider before making the leap in this article from NextAdvisor in Partnership with TIME.
May 17, 2021 by Money GeekNo matter what age you are, it’s important to put money away for retirement or a rainy day. But if you’re new to investing, it can be difficult to know how to start. Find out Matt’s tips for beginning investors in this article from Money Geek.
February 24, 2021 by MDLinxAn aging physician population means more doctors are preparing for retirement. Unfortunately, there is a lot of misinformation circulating on the do’s and don’ts of retirement planning. Matt discusses a common misconception around municipal bonds, and some NAPFA CFP colleagues add a few retirement myths of their own.
December 10, 2020 by Thrive GlobalBurnout is a huge problem in the financial services industry. I’d recommend finding a business model that rewards your hard work with recurring revenue. If you are on a never-ending hamster wheel of prospecting and closing business, you will eventually burn out. If your employer is built on this model, consider looking elsewhere. There are plenty of ways out there that financial planners can find fulfillment and earn a living by helping existing clients.
November 18, 2020 by Authority MagazineIn an interview about being a leader in the finance industry, I share my experience getting started and succeeding in a rapidly evolving environment. Check out why I think the challenge is worth it and why I love what I do in the full interview.
October 23, 2020 by KTTCFor those that have had their finances negatively impacted by the pandemic -you have some options to help make ends meet. Learn what they are in this print verson of the interview that aired on the KTTC evening news.
July 1, 2020 by The White Coat InvestorIs the stock market overvalued right now? Or is the recent downturn temporary and a good buying opportunity? To find out what you should be doing in the midst of volatility, check out my article featured on “The White Coat Investor”.
June 26, 2020 by BankrateWith so much uncertainty in 2020, what should you be focused on with your finances? The things you can control. Matt offers some of his tips in this article by Bankrate.
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