Santa Monica Mountains

Beliefs and Actions

Many people say they want to accomplish long-term financial goals but when it comes to actually making tradeoffs and taking action steps they falter. There is a disconnect between what they say they believe and what they do. The sheer magnitude of largely short-term oriented financial news (and I use this term loosely) is sometimes […]

prediction addiction

The Prediction Addiction

“If I have noticed anything these 60 years, it is that people do not succeed in forecasting the stock market”– Benjamin Graham (Legendary Investor/Author/Professor) Let’s face it…most of us love predictions. Perhaps it is our nature.  We want to know what the “experts” think about who will win the big game or where the stock […]

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Rehearsing for the Inevitable

Investors often let their emotions control their financial planning decisions.This usually translates into running from the market in these inevitable periods of temporary decline. Complete the short form below and gain instant access to the FREE Digital Guide: The Five Must Do’s for High Income Earners Your Name* Your Email* CommentsThis field is for validation purposes […]

financial planning in columbia sc

The Three Numbers

Financial planning and preparing for your future can appear complicated. In reality, however, if we keep our focus on 3 numbers, the task is understandable. Complete the short form below and gain instant access to the FREE Digital Guide: The Five Must Do’s for High Income Earners Your Name* Your Email* NameThis field is for validation […]

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2013 – A Year of Faith

In financial planning, much of the value that we bring to client relationships is derived from providing leadership and direction. Complete the short form below and gain instant access to the FREE Digital Guide: The Five Must Do’s for High Income Earners Your Name* Your Email* PhoneThis field is for validation purposes and should be left […]




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