How much MSFT, AAPL, AMZN, GOOGL, FB do I own?
May 21, 2020  | By Kevin Smith

When you own a diversified portfolio, it doesn’t feel like owning stocks. What you see on your statement is a list of ETFs or mutual funds with names that describe the type of stocks you own “US Large Cap”, “International…Read More

Podcast: “Personal Finances and COVID-19”
May 4, 2020  | By Kevin Smith

Follow this link to our latest podcast. This is a conversation with Austin-based tech entrepreneur, Kevin McLaughlin. He and I regularly discuss the financial challenges and economic opportunities of the Millennial generation. We talk about methods to deal with losses…Read More