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  • Who I Serve
  • Services and Fees
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  • About Me
  • Schedule Consultation

Blog

My Insights and Observations

Blog thumbnail - 10 Rules of Investing

My 10 Rules of Investing

Over the years, I’ve distilled how I think about money and investing into 10 rules. I use these in my own life and portfolio, and they can benefit you, too.

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Advisor looking at reports

Can Advisors create “Alpha” for clients?  Vanguard says “Yes”

In finance, “alpha” is a measure of excess return — how much a strategy or portfolio beats the market after

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risk vs reward image

Top 3 Mistakes People Make With Their Company Stock

Company stock can play a meaningful role in building long-term wealth. For many professionals, it represents years of effort, loyalty,

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Mike Bergines headshot

My Story: From Tech CFO to Personal CFO 

I provide clients with the tools and services I needed when I was in your shoes….

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Blog thumbnail - Momentum Investing

What Is Momentum Investing and Who Should Use It?

One of the most common questions I hear from clients is: “How can I stay invested for growth but manage my downside risk??”

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Blog thumbnail - Financial Goal Setting

Financial Goal Setting – the Great Enabler

Conversations on planning often include the same statement from clients: “I just want to be sure that I’m on track.”  My next question is invariably, “On track for what?  What are your goals?”

Read More
Blog thumbnail - 10 Rules of Investing

My 10 Rules of Investing

Over the years, I’ve distilled how I think about money and investing into 10 rules. I use these in my own life and portfolio, and they can benefit you, too.

Read More
Advisor looking at reports

Can Advisors create “Alpha” for clients?  Vanguard says “Yes”

In finance, “alpha” is a measure of excess return — how much a strategy or portfolio beats the market after

Read More
risk vs reward image

Top 3 Mistakes People Make With Their Company Stock

Company stock can play a meaningful role in building long-term wealth. For many professionals, it represents years of effort, loyalty,

Read More
Mike Bergines headshot

My Story: From Tech CFO to Personal CFO 

I provide clients with the tools and services I needed when I was in your shoes….

Read More
Blog thumbnail - Momentum Investing

What Is Momentum Investing and Who Should Use It?

One of the most common questions I hear from clients is: “How can I stay invested for growth but manage my downside risk??”

Read More
Blog thumbnail - Financial Goal Setting

Financial Goal Setting – the Great Enabler

Conversations on planning often include the same statement from clients: “I just want to be sure that I’m on track.”  My next question is invariably, “On track for what?  What are your goals?”

Read More

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