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Which robo-advisor is best for me?
Last week we learned about how robo advisors work and help us achieve our investment barbell strategy. Today, we will dig into some of...
Jeff Hulett
Jun 291 min read
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Innovation interview with Al Monserrat
If you asked 10 people the definition of innovation – you would likely get 10 different answers, with some being wildly different. We...
Jeff Hulett
May 41 min read
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Implement the Investment Barbell Strategy in your life!
Today, we’re taking a deeper dive into the Investment Barbell Strategy (IBS) —a comprehensive approach to managing your investments with...
Jeff Hulett
Dec 1, 20243 min read
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Services for startups, entrepreneurs, and content creators
About Personal Finance Reimagined : PFR is an entrepreneur services organization. We help entrepreneurs stay focused on today's business...
Jeff Hulett
Aug 26, 20249 min read
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The capital development process: Services for startups, entrepreneurs, and content creators
About Personal Finance Reimagined: PFR is an entrepreneur services organization. We help entrepreneurs stay focused on today's business...
Jeff Hulett
Jun 21, 20248 min read
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The Adaptable Homebuyer - Using Down Payment Assistance enables a great decision process
The U.S. housing market presents both good news and challenges to homebuyers. The challenge:Â Â Younger people face homeownership headwinds...
Jeff Hulett
Jun 12, 20244 min read
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Wedding Advice and Financial Planning
This article provides tools to help financial planning professionals help their clients make the best wedding and related event decisions.
Jeff Hulett
Oct 1, 20233 min read
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Investment Barbell Strategy - How to achieve a lifetime of wealth
We often hear that investment diversification is super important to long-term wealth accumulation. We also intuitively understand risk...
Jeff Hulett
Jun 24, 20232 min read
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Groupthink is an underlying regulatory driver of Silicon Valley Bank's failure
GROUPTHINK is on display as a key contributor to supervisory challenges and the Silicon Valley Bank ("SVB") failure. Groupthink defaults...
Jeff Hulett
May 2, 20232 min read
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Affordable Housing Solutions
Younger people face homeownership headwinds not faced by their parents. Overcoming affordable housing challenges requires adaptability.
Jeff Hulett
Apr 28, 20237 min read
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Co-ownership: An affordable housing solution
Co-ownership: A little-known but growing trend is toward multiple joint owners that are not married. It could even be more than 2 people.
Jeff Hulett
Apr 19, 20234 min read
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James Madison University and making a better world for our daughters
JMU's Finance board does amazing work supporting female achievement and facing gender diversity challenges. …. and we still have work to do.
Jeff Hulett
Mar 8, 20236 min read
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The car purchase - How to think about costs and financing
Car-buying best practices will provide confidence in your car-buying decision!
Jeff Hulett
Dec 17, 20224 min read
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Zoom out! A time-tested approach for investing in challenging markets
It is tough watching your stock portfolio go down. The answer is - then don't watch your portfolio day to day! - ZOOM OUT!
Jeff Hulett
Dec 8, 20229 min read
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Budgeting like a stoic
The budgeting mindset is the foundation for building your financial life.
Jeff Hulett
Nov 16, 202225 min read
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Making the best home-buying decision
Buying a home is a big deal. Home buying confidence occurs based on the belief we made a good home buying decision.
Jeff Hulett
Jun 21, 202213 min read
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How does a first-time homebuyer compete with an all-cash offer from an investment firm?!
This graph tells 2 very different stories - On the one hand, it tells the story of higher investment yields in the single-family rental...
Jeff Hulett
Apr 4, 20221 min read
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Good decision-making and the nuances of accuracy and precision
This article explores the nuances of accuracy and precision. Included in the journey are their close cousins - bias and noise. We start...
Jeff Hulett
Feb 25, 20226 min read
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The Investment Barbell Strategy
Building an effective investment barbell strategy is not hard. This article provides the framework.
Jeff Hulett
Jan 1, 202217 min read
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9/11 - how bankers beat terrorists
We were determined not to let the bastards beat us. We dug deep into our kind and resilient human nature.
Jeff Hulett
Sep 14, 20212 min read
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