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The Two Best Ideas of the Past Half Century

Evidence Based Investing I was recently reading through a book of quotations from Dimensional highlighting the power of great ideas. Some of the pages contain quotes from Professor Eugene Fama, author of The Efficient Market Hypothesis (EMH). Only a handful of years after Fama first wrote on efficient markets in 1965, index mutual funds were […]

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How’s Your Pain?

All of us have pain, both physical and emotional, but we interpret this pain differently. In the financial realm, research tells us the pain of investment loss far outweighs the pleasure of gain. In many instances, some type of pain (not making progress towards goals, poor investment structure, etc.) is what brings people to us […]

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We Know How; We Know What; We Know Where; Part 3 of 3

We know how to avoid mistakes that derail your financial plans; We know what critical behaviors are needed for financial progress; We know where to focus in order to change your trajectory Over the past couple weeks we have reviewed how and what. This week, we turn to where you should focus your efforts so […]

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How To Control Your Risks

Where Is Your Focus? Everything we do involves some element of risk. For the main, we don’t give too much consideration to most of these risks because we are so accustomed to good outcomes. Some risks are external; that is they occur as a result of something beyond our direct control. Still other risks are […]

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7 Financial Things to Avoid

How To Go Where You Want Without The Detours There are many different paths that you can take towards financial well being and several things that should be avoided along the way. I’ve put together a list to help. Avoid annuities because they are an expensive, overly structured, and complicated “solution” to the wrong problem […]

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Introducing Fifty Wealth™

Over the past decade or so, we have noticed that new clients come to us much later in life than was previously the norm. This is a trend throughout the financial planning profession. Individuals that come here in their late 60’s or even 70’s likely are dealing with wealth probabilities instead of wealth possibilities. Starting […]

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How to Set the Stage for What Matters Most

The financial world is awash with complicated products and strategies that promise “more returns” as if that solitary input carries the most weight. While investment returns matter, they are not the only factor. What matters more than returns, are the choices you make, both large and small each day. No, I am not suggesting that […]

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