Jack Bogle, Vanguard, and a Legacy

Jack who? That would have been my reaction not too long ago. I had almost zero knowledge about investing. Wall Street and the stock market seemed like they belonged in a world that did not intersect with my own. Sure, I had some money in a retirement account and a taxable account, but I certainly…

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Seeking Financial Advice Part 2

In Part 1, I discussed the first step before hiring a financial advisor: Dig deep and understand WHY you’re hiring them. Sounds so simple, but you would be surprised how often people choose financial advice without understanding how the industry really works. If you’re not clear about your own goals, you may find yourself wasting…

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Seeking Financial Advice Part 1

I went through much of my young adult life blissfully unaware about personal finance. Even after graduating from veterinary school with six figure loans, I did not feel the urge to seek out advice about my finances. Marriage, another major milestone, still did not move me to be smart about my money. However, there did…

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