Word association: When I say, “Rod Tidwell,” you say… Game show host? Nope. Congressman somewhere? Incorrect. Cuba Gooding Jr.’s breakout role in “Jerry Maguire”? Bingo. Well done. Now, knowing what you do, when I say Rod Tidwell, you probably say… SHOW ME THE MONEY! There in his modest kitchen, dancing, jacking his body, holding that now-antique cordless phone, giving his agent …
Real Estate as Part of Your Portfolio
We’ve written extensively over the last few months about inflation, interest rates, and how recent changes have impacted the stock and bond markets. This month we take up the effects of inflation and interest rate increases on real estate, which, along with an investment portfolio, is one of the largest assets many of us own. First, a little background: We …
On the Trip of a Lifetime, How to Budget and How to Splurge
Working remotely the past several years, our Park Piedmont team has stayed close in a number of ways – chief among them, team huddles over Zoom. The huddles are our virtual water cooler: a space to convene, connect, and catch up. As you’d expect, when any of us has a big plan on the horizon – say, a family move or …
The Unwritten Rules of Money
Not long ago, on our neighborhood’s email list serve, a family having their kitchen gutted and remodeled posed a question. “Is it appropriate (expected/customary),” they asked, “to give the workers, not the contractor, a cash gratuity?” Around the same time, a friend was recounting a recent family road trip in Montana. The parents and their high school age kids had …
An Introduction to Life with Money
Among the building blocks of our work as an investment and financial advisory firm, one is a prerequisite: an interest in money. Now, what we’re calling this “interest in money” isn’t actually about accumulation. There’s nothing wrong in a prosperous life – indeed, there can be much good. And the subject of wealth accumulation – for example, the question, “How much …