Archive | Financial Advice

Horizon

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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Levels

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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Unglued

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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