Bridging The Gap

Between industry news and personal experience.

Onward to Greatness

Young Money Podcast with Dasarte Yarnway · BONUS: Onward To Greatness It’s the month of May, and if you are like me, you’re feeling the

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The Value of an Advisor

On this day, I ran out of the Memorial Stadium tunnel that was lined with the infamous California Marching Band, cheerleaders, and over eighty thousand

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Earnings, What Say You?

If you have been watching any of the headlines over the last month, you’ve probably gone through the whirlwind of emotions that come with the

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The Power of Patience

Can I take a moment to be vulnerable with you? Here’s a confession: I’ve never been patient.  Part of it might be over-confidence, bred from

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Your Wealth Design

2015 was a strange year for me.  I was a younger investment advisor in Washington, DC, a city vibrant and colorful with a diverse set

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Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation | Part I: Pay Me In Equity

Part I discusses different types of equity and why it is important for tech professionals.

We’ve been fooled: equity is far more than we think it is. Pay Me In Equity, segmented in four parts, educates the under forty professional on understanding the details of the employer-sponsored plans while offering advice to anyone who seeks to design their wealth through growing their “personal equity.

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