Latest on the Blog Investing Intelligently Caitlyn Driehorst 11/17/25 Investing Intelligently Caitlyn Driehorst 11/17/25 We Asked a Psychologist How to Stay Sane in the AI Bubble Read More Investing Intelligently Caitlyn Driehorst 11/12/25 Investing Intelligently Caitlyn Driehorst 11/12/25 Making Decisions about RSUs and ESPP with a Big-Swings Stock: Rocket Lab (RKLB) Case Study Read More General Financial Education Caitlyn Driehorst 10/29/25 General Financial Education Caitlyn Driehorst 10/29/25 Five Financial Advisor Mistakes I’ve Personally Seen in Client Portfolios Read More Investing Intelligently Caitlyn Driehorst 10/15/25 Investing Intelligently Caitlyn Driehorst 10/15/25 401(k)s for Aspiring Émigrés: How to think about retirement when you’re not sure where that may be Read More Family Finance Caitlyn Driehorst 8/27/25 Family Finance Caitlyn Driehorst 8/27/25 An Inside Peek at How Other People Prenup, with Neptune CEO Sol Lee Read More General Financial Education Caitlyn Driehorst 8/19/25 General Financial Education Caitlyn Driehorst 8/19/25 Tail Risk: Why Pet Insurance? Read More Family Finance Caitlyn Driehorst 8/1/25 Family Finance Caitlyn Driehorst 8/1/25 Should you be anxious about “overfunding” a 529 account? Read More Family Finance Caitlyn Driehorst 7/24/25 Family Finance Caitlyn Driehorst 7/24/25 Front-Loading Your 529: Pay tuition with investing gains and avoided taxes, not cash Read More Family Finance Caitlyn Driehorst 7/9/25 Family Finance Caitlyn Driehorst 7/9/25 When you’re your parents’ retirement plan Read More General Financial Education Caitlyn Driehorst 6/27/25 General Financial Education Caitlyn Driehorst 6/27/25 The surprising power of a low-income year Read More General Financial Education Caitlyn Driehorst 6/9/25 General Financial Education Caitlyn Driehorst 6/9/25 Advice for New Grads: Our financial advisor team reflects Read More Family Finance Caitlyn Driehorst 6/4/25 Family Finance Caitlyn Driehorst 6/4/25 Should your parents' house be in a trust? Read More Investing Intelligently Caitlyn Driehorst 5/12/25 Investing Intelligently Caitlyn Driehorst 5/12/25 Private real estate investing syndicates: an introduction Read More Family Finance Caitlyn Driehorst 5/6/25 Family Finance Caitlyn Driehorst 5/6/25 What you can learn from a billionaire's peekaboo will Read More Investing Intelligently Caitlyn Driehorst 4/15/25 Investing Intelligently Caitlyn Driehorst 4/15/25 Should you “get religion” on Roth conversions in this market downturn? Read More Family Finance Hannah Farrow 1/13/25 Family Finance Hannah Farrow 1/13/25 Disappearing Income - managing the rising cost of childcare Read More General Financial Education Caitlyn Driehorst 11/7/24 General Financial Education Caitlyn Driehorst 11/7/24 The “Present Bias” Trap: Why your future self gets the short end of the stick Read More General Financial Education Caitlyn Driehorst 10/28/24 General Financial Education Caitlyn Driehorst 10/28/24 Why the hate on whole-life insurance? Read More Older Posts
Investing Intelligently Caitlyn Driehorst 11/17/25 Investing Intelligently Caitlyn Driehorst 11/17/25 We Asked a Psychologist How to Stay Sane in the AI Bubble Read More
Investing Intelligently Caitlyn Driehorst 11/12/25 Investing Intelligently Caitlyn Driehorst 11/12/25 Making Decisions about RSUs and ESPP with a Big-Swings Stock: Rocket Lab (RKLB) Case Study Read More
General Financial Education Caitlyn Driehorst 10/29/25 General Financial Education Caitlyn Driehorst 10/29/25 Five Financial Advisor Mistakes I’ve Personally Seen in Client Portfolios Read More
Investing Intelligently Caitlyn Driehorst 10/15/25 Investing Intelligently Caitlyn Driehorst 10/15/25 401(k)s for Aspiring Émigrés: How to think about retirement when you’re not sure where that may be Read More
Family Finance Caitlyn Driehorst 8/27/25 Family Finance Caitlyn Driehorst 8/27/25 An Inside Peek at How Other People Prenup, with Neptune CEO Sol Lee Read More
General Financial Education Caitlyn Driehorst 8/19/25 General Financial Education Caitlyn Driehorst 8/19/25 Tail Risk: Why Pet Insurance? Read More
Family Finance Caitlyn Driehorst 8/1/25 Family Finance Caitlyn Driehorst 8/1/25 Should you be anxious about “overfunding” a 529 account? Read More
Family Finance Caitlyn Driehorst 7/24/25 Family Finance Caitlyn Driehorst 7/24/25 Front-Loading Your 529: Pay tuition with investing gains and avoided taxes, not cash Read More
Family Finance Caitlyn Driehorst 7/9/25 Family Finance Caitlyn Driehorst 7/9/25 When you’re your parents’ retirement plan Read More
General Financial Education Caitlyn Driehorst 6/27/25 General Financial Education Caitlyn Driehorst 6/27/25 The surprising power of a low-income year Read More
General Financial Education Caitlyn Driehorst 6/9/25 General Financial Education Caitlyn Driehorst 6/9/25 Advice for New Grads: Our financial advisor team reflects Read More
Family Finance Caitlyn Driehorst 6/4/25 Family Finance Caitlyn Driehorst 6/4/25 Should your parents' house be in a trust? Read More
Investing Intelligently Caitlyn Driehorst 5/12/25 Investing Intelligently Caitlyn Driehorst 5/12/25 Private real estate investing syndicates: an introduction Read More
Family Finance Caitlyn Driehorst 5/6/25 Family Finance Caitlyn Driehorst 5/6/25 What you can learn from a billionaire's peekaboo will Read More
Investing Intelligently Caitlyn Driehorst 4/15/25 Investing Intelligently Caitlyn Driehorst 4/15/25 Should you “get religion” on Roth conversions in this market downturn? Read More
Family Finance Hannah Farrow 1/13/25 Family Finance Hannah Farrow 1/13/25 Disappearing Income - managing the rising cost of childcare Read More
General Financial Education Caitlyn Driehorst 11/7/24 General Financial Education Caitlyn Driehorst 11/7/24 The “Present Bias” Trap: Why your future self gets the short end of the stick Read More
General Financial Education Caitlyn Driehorst 10/28/24 General Financial Education Caitlyn Driehorst 10/28/24 Why the hate on whole-life insurance? Read More
