In our latest Capital Planning Spotlight, we spoke with our newest intern, Matt Tuley.
What did we learn? Well Matt has a great book recommendation, a go-to sport, and was drawn to one specific subject in school.
Read on to find out more!
I recently enjoyed reading A Random Walk Down Wall Street, by Burton G. Malkiel. This is a wonderful introductory book on stock markets and makes many investing concepts easier to understand.
I enjoy spending my free time on the golf course. I had the pleasure of spending two summers working at a golf course during college. I love the competition and free-mindedness while being on the course.
My favorite subject in school was Mathematics. I have enjoyed working with numbers from a young age and this ultimately led to myself seeking a job in Finance.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.