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The Three Act Life

Just like your favorite play, life is organized in distinct segments or acts. Each act has a specific focus and aim. Act One is dedicated to learning, growing and building career capital. Act One might encompass roughly ages 20-45. Act Two is where you have the opportunity to save and accumulate financial capital. Act Two […]

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3 Keys to Surviving the Next Correction

As most of us discovered in South Carolina’s historic flood a year ago, it is best to prepare for extreme conditions when everything is calm. The same principle applies to how we think about our investments. It is good to become emotionally prepared for market price variability when all is well. The S&P 500 Index […]

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We Know How; We Know What; We Know Where; Part 3 of 3

We know how to avoid mistakes that derail your financial plans; We know what critical behaviors are needed for financial progress; We know where to focus in order to change your trajectory Over the past couple weeks we have reviewed how and what. This week, we turn to where you should focus your efforts so […]

cardrivingfast

We Know How; We Know What; We Know Where; Part 2 of 3

We know how to avoid mistakes that derail your financial plans; We know what critical behaviors are needed for financial progress; We know where to focus in order to change your trajectory Last week we discussed how to avoid mistakes as a crucial component of moving towards your financial goals. This week, we want to […]

CatandFishbowl

We Know How; We Know What; We Know Where; Part 1 of 3

We know how to avoid mistakes that can derail your financial plans; We know what critical behaviors are needed for financial progress; We know where to focus in order to change your trajectory. DON’T DO THAT The three clauses above help tell the story of our firm. So much of what we write about here […]

Successful Advisory Relationship

The Five Elements of a Successful Advisory Relationship

Are You Investing In Your Relationship? We believe that financial planning can be for anybody, but not everyone is well suited for an advisory relationship with an independent, fiduciary firm. Over time, we have identified five specific elements that are needed for a successful advisory relationship with us. Staying The Course Most of our clients […]

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How Will You Pay For Retirement?

Money Is Money One of the most challenging financial periods in life is the transition from working life to retirement, (what we call the “Wind Up” phase). Many clients believe that because they are moving towards retirement, their investments should be dramatically re-oriented so that current income is the primary objective. This usually is not […]

How to Re-Frame Choices and Win the Financial Game

Don’t Shortcut Your Financial Decisions All of us make dozens of choices every day. Many of these decisions are made using “shortcuts” or heuristics that enable us to rapidly run through the decision-making matrix without much conscious thought. In our information overloaded world today, an example of a “shortcut” might be using a website such […]

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