Author Archives: Evan

Evan is a married 30 Year Old Attorney from New York. He works as a Director in a Financial Planning Firm working Planners who devote their time planning for High Net Worth individuals. Since there is no professional relationship between the reader and Evan, NOTHING on this site should be construed as Legal or Financial Advice.

Happy Fourth of July

I don’t think enough Americans have really red the the Declaration of Independence.  I mean really read it. IN CONGRESS, July 4, 1776. The unanimous Declaration of the thirteen united States of America, When in the Course of human events, it becomes necessary for one people to dissolve the political bands which have connected them…

July 2011 Net Worth Update–Great Month Edition

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Usually I combine my net worth updates with some sort small complaint I have, but June was an amazing month for me both personally and financially.  In June 2011: My son was Baptized The Wife turned 31 The Wife and I had our 3 year anniversary Paid off my Auto Loan (one of my objectives…

Congressional Insider Trading Is Not Illegal…YET

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Insider trading has been and always be a problem, however, I was shocked to find out that currently United States Congressional members are excluded from those rules that prohibit Wall Street professionals from insider trading!  Although that may come to an end according to an article in Advisor One titled, Congress’s Free Pas on Insider…

Working your Way out of a Bad Credit Situation

If you are struggling with bad credit, take some comfort in the fact you are not alone. Recent statistics suggest that 25% of all Americans are in a bad credit situation. Do not despair though, as there are many ways you can rebuild your credit score. Using a credit card designed especially for bad credit,…

Sunday Thank Yous–Airport Edition

I am currently at the airport waiting for my JetBlue flight to board (BTW: Thanks for the free WiFi and outlets) and figured I should take a moment to thank those awesome bloggers that were kind enough to mention My Journey to Millions this past week. My Journey to Millions Featured Around the Web The…

How to Invest in a Specific Industry or Technique Without Being Super Wealthy

I was reading the June issue of Registered Rep Magazine this week when I came across two back to back articles about Exchange Traded Funds (ETFs) both were pretty shocking just because I apparently don’t know much about the topic.  The first article highlights concentrated ETFs and the second article was about Actively Managed ETFs.  …