Archive | Economy

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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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Stop It! You Don’t Know When Stocks Will Fall

The “prediction addiction” is alive and well. Everyone on the planet has an opinion about the stock market direction, but mostly these are manifestations of deeply rooted behavioral biases. All forms of media overflow with stories about investing at “the right time”. Total nonsensical garbage. The “ right time” is a myth. Never mind, investors […]

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Can You Unpack the Suitcase?

I am pleased to be among the 100 advisors named to the INVESTOPEDIA 100 Most Influential Advisors List. Investopedia is the world’s leading source of online financial content. The Top 100 list was compiled by their content science team based on the ability to engage audiences across multiple media channels. I have been selected for a […]

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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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In Charge or In Control?

Do you seek to be in charge of your financial future, or are you trying to be in control? Being “in charge” implies that you are taking responsibility. Trying to be “in control” means you are attempting to command or regulate what occurs. We often advise clients that “inputs determine outcomes”. This means that a […]

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Four Steps Towards Financial Independence

Most investors obtain their understanding, (or misunderstanding), about personal financial issues from heavily biased sources (like investment providers). There is a better way, where your financial health is concerned. Here are four specific steps that will improve the probabilities of success. Commit to learning about financial market history and the academic findings, (evidence), which constitute […]

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What if Your Financial Life Wasn’t a Hodgepodge?

Ever wonder why your financial life is such a hodgepodge? While this term has several meanings, in this context, “ a confused mixture” might fit best. If you are like many of folks that we see, your financial life may indeed be “ a confused mixture”. But that isn’t the real issue. The question is […]

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What Really Improves Your Investing Odds?

For the past few weeks, we have been reviewing the components that go into the way we bring value to our client relationships. This week, the role of Portfolio Management takes center stage. Your specific goals create the frame for how we approach managing individual portfolios. While goals are the driving force, decades of academic […]

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What We Do; What We Don’t

A few months ago we put together a simple two-sided page that outlines our four primary components of value. Taken together, these four factors comprise the functional and strategic ways that we create value for our clients. Financial planning involves much more than just investment returns. We strongly believe that the more clients, prospective clients […]

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