New York
Founder of First Shelbourne, a registered investment advisory firm based in New York.
Why Investing in Leveraged ETFs Is a Bad Idea for Long-Term Investors
Why 529 Plans Are a Game-Changer for College Savings
The Costly Mistake of Deathbed Sales: Why Selling Appreciated Assets Right Before Death Can Hurt Your Heirs
How Federal Tax Brackets Work: Marginal vs. Effective Tax Rates Explained
The Perils of Going All-In on Hot Stocks