May 30, 2023 Perception vs. Reality   As many of us did during this weekend of remembrance, I attended a BBQ with friends and family. A friend of a distant family member made a cake that looked and tasted delicious. Everyone at the gathering ate some of the cake, most of us getting a second...Read More

May 22, 2023 Let’s Talk Politics   This will be one of my first and last blog posts about politics. It isn’t because I don’t enjoy a good debate, but that doesn’t occur in our country anymore. Politics used to be something people discussed; now, politics is something people live. As a result, political beliefs...Read More

May 15, 2023 Mother’s Day and Debt Ceilings    Happy Mother’s Day to all the incredible moms who give the best hugs have magical booboo-fixing kisses, and bring order to the chaos of life. I wouldn’t have been able to achieve half of what I have accomplished without my mother’s support and my wife, Christina....Read More

May 8, 2023 Bigger Than Just Retirement   This weekend was my daughter Priya’s first holy communion. A day full of family surrounding her and enveloping her in the love that only comes from being the baby of the family. Afterward, as many will do, we invited family and close friends (let’s be honest, they...Read More

May 1, 2023 The Only Easy Day Was Yesterday   I finished reading The Wisdom of the Bullfrog by Admiral William H McRaven. Many of you will know him from the viral commencement speech in which he told the graduates to make their beds every morning. Professionally, he is credited with organizing and overseeing Operation Neptune’s Spear,...Read More

April 24, 2023 See You Next Year, Mr., or Mrs. Accountant   Tax season has come and gone, and most of us now either wait for our anticipated refunds or curse the government for telling us we owe them money. Regardless, your three-month relationship with your accountant has ended, and you will see them again...Read More

April 17, 2023 Money and Children   Growing up, money was always something that was discussed in my house. My parents were immigrants from India, and their financial dynamic functioned very much like it would if they still lived in India. My father controlled the money; if my mother needed something, she needed to ask...Read More

April 3, 2023 A Client Story   I met a family this weekend whose mother had been following me for nearly a year, reading my content, and engaging with me on social media, but her son-in-law reached out to me to set up a meeting. So, we set it up for Saturday so he and...Read More

Forefront’s Monday Market Update Your portfolio is missing something Growing up, as I showed more interest in investing, I was always encouraged to research and learn about “companies that you know.” This is great advice and something I tell young people even today, but it does lead to some issues once you go from researching...Read More

Are we in a housing bubble? My parents recently sold their home, and although nostalgic, it was a few years later than my brother and I would have liked. They were able to take advantage of this post covid housing spike, but still sold their home for 25% less then they could have sold it...Read More