Austin Wealth Management Blog
Talking Money with New Graduates
August 6, 2021 | By Manisha Gupta, CFP®, MBA
By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Summer is an exciting time for freshly minted graduates embarking on their own. Finally, the moment that you have been waiting for is here. Your child is going…Read More
Managing Your Cash to the Max
July 27, 2021 | By Derek Ripp, CFP®, CEPA
AWM partner Derek Ripp, CFP® recently authored this piece for Kiplinger on how much cash to hold, where to keep it, and strategies to get the most out of it. Read the excerpt below and full article here. If the…Read More
Snipping Sneaky Subscriptions
June 28, 2021 | By Kevin Smith, CFA
I used to be really cheap. From the time I went to college until my early 30s, I actively avoided nice things. I bought house brand groceries, almost never bought new clothes, never paid for a hotel room, rented…Read More
Your Life With Inflation
June 28, 2021 | By Kevin Smith, CFA
Two of my favorite topics of conversation – aliens and inflation – happened to both make it to mainstream discussion this month. I see some interesting similarities in these two mysterious subjects. There are trillions of stars. So it stands…Read More
What To Do With All That Home Equity?
May 3, 2021 | By Kevin Smith, CFA
Elon is here and he brought Tesla. It seems like a new celebrity or ultra-wealthy tech investor moves to Austin every week, and I hear casual Austin references in podcasts so often I barely take note anymore. This type of…Read More
Game Stop Lessons
February 15, 2021 | By Kevin Smith, CFA
You may have read a dozen articles about Game Stop last week, or maybe none, but you probably heard the buzz: regular folks getting rich and hedge funds losing billions. There is much to learn from the story that created…Read More
Our Updated View on Bitcoin
January 22, 2021 | By Kevin Smith, CFA
We have been studying Bitcoin for a few years, trying to understand it from many angles to figure out why, how and when it might make sense to buy. ‘Because the price of Bitcoin has gone up dramatically’ is not…Read More
Tesla in the S&P 500
December 30, 2020 | By Kevin Smith, CFA
When you hear someone reference “the market”, they probably mean the S&P 500 index, at least here in the United States. It is a list of 500 companies (actually 505) selected by the US Index Committee that are meant to…Read More
Introducing My Kids to Investing
December 29, 2020 | By Kevin Smith, CFA
My kids are 3, 7, and 9. The first money concept I tried to teach them is that money does not fall from the sky, but Congress and the Federal Reserve keep proving me wrong. The older kids seem to…Read More
How I Invest My Money
December 11, 2020 | By Kevin Smith, CFA
I spend most of my time helping people think about their investing decisions and not much time on my own. An old saying goes “the cobbler’s son has the worst shoes in town”, or something like that. Rather than my…Read More
Showing posts 51 - 60 of 181