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Misty mountains reflecting on a calm lake at dawn

Stop procrastinating.
Take control of your financial future.

Golden Gate Bridge at dusk with city lights.

Money is a mean, not an end.
What are your life goals?

Family walking hand in hand on a sunny beach.

Do you have a plan?
Are you executing on it?

Three hikers trekking on a snowy mountain ridge.

Are you considering all your options?

Brooklyn Bridge and Lower Manhattan skyline at dusk

Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. --Ayn Rand

Welcome to My Personal CFO

Welcome to our Web site,  where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation and work with a Personal CFO. We have created this Website to help you gain a better understanding of the financial concepts behind  investing, income taxation, equity compensation structuring, cash flow management, retirement planning opportunities, proactive estate planning, intentional philanthropy and wealth growth vs. preservation. Most important, we hope we're able to demonstrate the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Newsletters

You can review interesting monthly Newsletters on my site.

Contact Us

Please feel free to contact us with any questions.

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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How Long Will Your Funds Last?

Use this calculator to estimate how much income and savings you may need in retirement.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This calculator is designed to help you attach a dollar figure to your life’s work.

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