This page will be built out over time as the core competencies page becomes increasingly populated with content. These case studies will lean heavily on core competency concepts. The purpose for this is to provide examples that apply financial concepts to various situations. Knowledge of information is important, but real life application is where the rubber meets the road.

Myers-Briggs labels me an INTJ, also referred to as the architect personality. These studies will be very detailed and mostly enjoyed by those who appreciate finite details.

Thanks for your patience in publishing these.

• Why I Chose to Rent My First House
  Rewind the clock a couple years back in time and you’d find that my perception of investing in real estate has changed dramatically. Prior to educating myself and running calculations I was opposed to the idea of this. My previous bias against real estate was formulated from my observations of… Read more: Why I Chose to Rent My First House
• Social Security Spousal & Survivor Benefit Considerations: Case Study With Health Concerns
  This is a simple case study on 62 year old wife and 66 year old husband. The Husband elected benefits at full retirement age and wife has yet to file for benefits. Husband has health concerns and wife is healthy, expecting to live 20 more years. People are largely biased… Read more: Social Security Spousal & Survivor Benefit Considerations: Case Study With Health Concerns