Archive | Retirement

HowCanYouAvoidMakingtheBigMistake

How Can You Avoid the Big Mistake?

Do you wonder if you really need a financial advisor? A big part of our work is to guide clients to make decisions that are in their best interest. Our advice is often the only thing standing between them and the “big mistake.”No, not the run-of-the-mill misstep that is part of everyday life… but the […]

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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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HaveYouBeenInnoculatedAgainsttheFinancialFlu

Have You Been Inoculated Against The Financial Flu?

Every year about this time most of us go to the doctor or pharmacist for a flu shot. We hope this will help us avoid the misery and discomfort that is common with influenza. While slightly less visible, the financial flu can be even more problematic. Research tells us that more than 70% of Americans […]

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Victor

How to Invest for Outcomes

You can learn a lot about investing from cats.  Have you ever watched a cat stalk something? Cats have an incredible ability to focus. They see movement extremely well within their field of vision, and if something is in their sight, nothing else matters. What if you focused on your desired financial outcomes like a […]

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Perfection Not Required

Among the benefits of having literally thousands of client interactions over the years is this…we have seen almost everything! From routine missteps to huge lifestyle altering lapses, we have witnessed these many times. Our purpose does not require perfect people. Clients come here “as they are”, with wide ranging histories that usually include numerous financial […]

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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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The Illusion of Solutions

So much time and energy are needlessly expended every day trying to intellectually solve what is not solvable. Investors and indeed most “advisors,” accede to the illusion of solutions, best answers, and strategies that seek “certainty.” The grand majority of insurance and investment products are marketed as precise solutions to very specific  financial maladies. Annuities […]

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How To Survive The Coming Correction

The often unspoken worry of many investors is what to do if a market correction is coming. Well, indeed there will be a market correction in the future, and another one after that. In fact, on average, the yearly declines of the S&P 500 exceed 14%! Since a stock market correction officially takes only a […]

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The Belief-Reactivity Hypothesis

The reason most Americans continue along a self destructive course towards financial disaster has nothing to do with investment returns. Yes, returns matter but they pale in comparison to what you believe, your internal operating system that determines how you actually save, (or even if you save), and invest. These beliefs ultimately impact the choices […]

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