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UnlockingtheGripeofFear

Unlocking the Grip of Fear

Fear sells. Most sales pitches about investing focus on fear. The more fear, the better. Our internal wiring nudges us towards reacting emotionally to the lure of fear. However, there is an antidote; there is a way to stop letting fear unravel your financial life.   Conquering Fear The entirety of our approach to investing […]

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LetsTalkAboutTrust

Let’s Talk About Trust

When you boil out all the other variables, investors are left with just a single question: “Who can I trust?” The clamoring noises from the media, fancy TV ads, and complicated financial products all fade into the background. The most important issue is trust.   Relationships Built on Trust More than three decades ago, we […]

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AreYouAskingtheRightQuestionsBlog

Are You Asking the Right Questions?

Transitions between different phases of life often reveal more questions than answers. For high income earners, these transitions can be periods of opportunity but also present significant dangers if smart decisions aren’t made. What we call the “Run-Up” phase, 10 years or so before retirement, is the most critical stage of financial life and questions […]

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MakingMoneyVsManagingMoney

Making Money versus Managing Money

Since we work with successful individuals, by definition, our clients know how to earn money.  Making money is hard enough, but managing money is infinitely more difficult. The skills and instincts necessary for one can actually hinder the other. A significant component of how we help clients revolves around navigating clients away from the “shallows […]

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Yes, You Can Control the Market

What if you could control the market? Well, you can control the stock market over the long term if you are willing to resist the siren songs of currency and certainty. The first step in establishing control is understanding why you are investing. If you are 50 years old, the inflation rate has been 4.1% […]

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Seven Things Your Broker Won’t Ever Say

Are you still using a stockbroker or insurance salesman, (yea, I know…wealth manager)? Here are seven things you’ll never hear them say: “Do you know that you can invest in the the same funds outside of the variable annuity at a much lower cost?” “Despite the Financial Consultant or Wealth Manager title, I still don’t […]

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No Investment Unicorns Here

Let me be blunt. Most individuals are looking for investment unicorns. Myths and hype, however, won’t solve chronic financial conditions. Investing truths will. It reminds me of Jack Nicholson’s line as Colonel Nathan Jessup in A Few Good Men, “You can’t handle the truth!” We’re in the life saving business. The truth is, most investors […]

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Why Is It So Hard to Talk About Money?

We live in a very stressful world, yet even with all our worries, money is still the number one stressor, (according to surveys by the American Psychological Association). Money outranks all other concerns such as the economy, work, family and health. The fact that money is so stressful translates directly into many people avoiding the […]

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How to Avoid Financial Neglect

Remember the last time you went for a dip in the ocean? Unless you were very careful, you likely drifted 50 or 100 feet away from where you started in just a matter of a few minutes. The tide and undertow are powerful forces. You probably didn’t intend to move down the beach but it […]

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Days or Decades?

Each and every one of us has something in common…we don’t know if we are going to be alive for days or decades. Understanding the basic framework of life expectancy and how that impacts your financial decisions is a crucial part of financial planning. Your individual life expectancy is unknown and this uncertainty is the […]

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