banking | Finance Reimagined

Implement the Investment Barbell Strategy in your life!

Jeff Hulett

Dec 13 min read

Implement the Investment Barbell Strategy in your life!

Today, we’re taking a deeper dive into the Investment Barbell Strategy (IBS) —a comprehensive approach to managing your investments with...

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Services for startups, entrepreneurs, and content creators

Jeff Hulett

Aug 269 min read

Services for startups, entrepreneurs, and content creators

About Personal Finance Reimagined : PFR is an entrepreneur services organization. We help entrepreneurs stay focused on today's business...

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Jeff Hulett

Jul 121 min read

Which robo-advisor is best for me?

Last week we learned about how robo advisors work and help us achieve our investment barbell strategy. Today, we will dig into some of...

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The capital development process: Services for startups, entrepreneurs, and content creators

Jeff Hulett

Jun 218 min read

The capital development process: Services for startups, entrepreneurs, and content creators

About Personal Finance Reimagined: PFR is an entrepreneur services organization. We help entrepreneurs stay focused on today's business...

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The Adaptable Homebuyer - Using Down Payment Assistance enables a great decision process

Jeff Hulett

Jun 124 min read

The Adaptable Homebuyer - Using Down Payment Assistance enables a great decision process

The U.S. housing market presents both good news and challenges to homebuyers. The challenge: Younger people face homeownership headwinds...

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Jeff Hulett

May 171 min read

Innovation interview with Al Monserrat

If you asked 10 people the definition of innovation – you would likely get 10 different answers, with some being wildly different. We...

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Jeff Hulett

Oct 1, 20233 min read

Wedding Advice and Financial Planning

This article provides tools to help financial planning professionals help their clients make the best wedding and related event decisions.

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Investment Barbell Strategy - How to achieve a lifetime of wealth

Jeff Hulett

Jun 24, 20232 min read

Investment Barbell Strategy - How to achieve a lifetime of wealth

We often hear that investment diversification is super important to long-term wealth accumulation. We also intuitively understand risk...

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Groupthink is an underlying regulatory driver of Silicon Valley Bank's failure

Jeff Hulett

May 2, 20232 min read

Groupthink is an underlying regulatory driver of Silicon Valley Bank's failure

GROUPTHINK is on display as a key contributor to supervisory challenges and the Silicon Valley Bank ("SVB") failure. Groupthink defaults...

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Jeff Hulett

Apr 28, 20237 min read

Affordable Housing Solutions

Younger people face homeownership headwinds not faced by their parents. Overcoming affordable housing challenges requires adaptability.

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Co-ownership: An affordable housing solution

Jeff Hulett

Apr 19, 20234 min read

Co-ownership: An affordable housing solution

Co-ownership: A little-known but growing trend is toward multiple joint owners that are not married. It could even be more than 2 people.

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James Madison University and making a better world for our daughters

Jeff Hulett

Mar 8, 20236 min read

James Madison University and making a better world for our daughters

JMU's Finance board does amazing work supporting female achievement and facing gender diversity challenges. …. and we still have work to do.

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The car purchase - How to think about costs and financing

Jeff Hulett

Dec 17, 20224 min read

The car purchase - How to think about costs and financing

Car-buying best practices will provide confidence in your car-buying decision!

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Zoom out! A time-tested approach for investing in challenging markets

Jeff Hulett

Dec 8, 20229 min read

Zoom out! A time-tested approach for investing in challenging markets

It is tough watching your stock portfolio go down. The answer is - then don't watch your portfolio day to day! - ZOOM OUT!

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Jeff Hulett

Nov 16, 202225 min read

Budgeting like a stoic

The budgeting mindset is the foundation for building your financial life.

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Jeff Hulett

Jun 21, 202213 min read

Making the best home-buying decision

Buying a home is a big deal. Home buying confidence occurs based on the belief we made a good home buying decision.

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How does a first-time homebuyer compete with an all-cash offer from an investment firm?!

Jeff Hulett

Apr 4, 20221 min read

How does a first-time homebuyer compete with an all-cash offer from an investment firm?!

This graph tells 2 very different stories - On the one hand, it tells the story of higher investment yields in the single-family rental...

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Good decision-making and the nuances of accuracy and precision

Jeff Hulett

Feb 25, 20226 min read

Good decision-making and the nuances of accuracy and precision

This article explores the nuances of accuracy and precision. Included in the journey are their close cousins - bias and noise. We start...

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Jeff Hulett

Jan 1, 202217 min read

The investment barbell strategy

Building an effective investment barbell strategy is not hard. This article provides the framework.

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Jeff Hulett

Sep 14, 20212 min read

9/11 - how bankers beat terrorists

We were determined not to let the bastards beat us. We dug deep into our kind and resilient human nature.

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