Archive | Behavior


How Valuable is Space to You?

One of the most valuable aspects of our long-term advisory relationship is the  “space” that we provide between our clients and their emotions; between clients and their investments. While at first this may not be intuitive, managing emotions with “dispassionate discipline” creates substantial value for our clients. Look to the Horizon Year after year, study […]

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The Three Levels

Almost everyone we have an opportunity to work with professionally has some idea of what they want to accomplish financially. The goals may be large or they may be small. In each case, a financial hierarchy is set into motion encompassing 3 distinct levels: financial freedom; financial security; and financial peace.   Financial Freedom The […]

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The Best of J.E. Wilson’s Blog: Unglued – A Roadmap for a Successful Investing Experience

“Uncertainty is an uncomfortable position. But certainty is an absurd one.” – Voltaire (French Historian / Philosopher) We live in a world with constant background noise that appears whenever we turn on the “news” or our computer. Even media outlets that attempt to present real news are forced to repeat the stories many times in […]

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The Best of J.E. Wilson’s Blog: Stewardship

“Commitment is an act, not a word.” – Jean-Paul Sartre (French philosopher / playwright) One of the most important roles that we fulfill is that of stewardship. Webster’s defines stewardship as “careful and responsible management of something entrusted to one’s care.” Many years ago, one of our clients referred to us as his “financial bodyguard”. […]

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Filtering the Noise

“Prominent media journalism is a thoughtless process of providing the noise that can capture people’s attention.” –  Nassim Nicholas Taleb (Author)   Helping clients “filter the noise” is an increasingly valuable aspect of our work.  We live in a very noisy world – “news” abounds on all types of electronic devices in a quest to […]

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Financial Freedom

Financial goals are as different as the people behind them. Regardless of the specifics, for most individuals, a sense of financial freedom is what the goals represent. At the time we celebrate our national independence, it is fitting that we consider the liberating nature of financial independence. Both varieties of independence require diligence to attain, […]

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