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Invest in You or the Market?

Should you invest in the stock market or your career? Let's talk about it.

Introducing David Lenser

I'm here to help you see clearly in every area of your financial life...from helping you define and set your goals to implementing innovative, values-driven strategies. Whether you're just starting your tech career, at mid-stage or near retirement, lets plan a conversation to share ideas about your future.

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Industry News

June 8, 2021

Will millennials have enough money to retire?

Millennials — defined here as those born during 1981-99 — are unique in several ways. They are the first full generation to grow up with computers; they are more ethnically... [[Read More]]

June 5, 2021

Americans have lost more than $1 trillion — yes, trillion — to old, forgotten 401(k) plans

Changing jobs throughout a career is not uncommon, but it has contributed to millions of Americans leaving behind retirement savings... [[Read More]]

May 27, 2021

Yes, You Can Have Too Much Cash

When it comes to financial security, it's comforting to know that you have adequate cash reserves to tap when you need them. But there's also a downside to stockpiling cash: It can drag down your portfolio's returns... [[Read More]]

January 20, 2021

Borrowing from your 401(k) plan can be a fast

Any financial expert will tell you it's best to keep your retirement savings tucked away until, well, retirement. That certainly holds true for one of the most common ways to save for those... [[Read More]]

January 20, 2021

Americans Aren’t Draining Their Retirement Funds in the Pandemic

What most of you would think of as a “loan to a family member” the IRS may consider a “gift” instead. And that can be a very expensive difference of opinion.[[Read More]]

December 14, 2020

Warren Buffett's 6 tricks to teach kids about money

With all of his big business deals and philanthropic work, you’d think the billionaire CEO of Berkshire Hathaway wouldn't have time to teach the next generation of investors.[[ Read More]]