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How I Invest My Money: Part III

12.17.2024 // Markets & Investing

This is the last of these posts.

In Part I, I covered insurance and risk management. In Part II, I covered investing. Here I’ll review how we spend, save, and what we do wrong. Then I’ll wrap up with what’s changed and why.

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How I Invest My Money: Part II

12.06.2024 // Markets & Investing

What I wrote about investing in 2021 was long winded, so I’ll keep this intro short. My views have evolved quite a bit since then too. In Part I, I covered risk management and insurance. Let’s now look at how Carley and I invest, what’s changed, and why.

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How I Invest My Money: Part I

12.02.2024 // Markets & Investing

I used to send new clients an email that outlined how Carley (that’s my wife) and I invest and manage our finances. I did it for a about year because I wanted to be as transparent as possible. Most new clients noted how important it was knowing that I was invested alongside them. I really don’t know why I stopped sending out that communication.

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Herlaar Wealth ManagementHerlaar Wealth Management
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