Tag Archives | fee only firm in South Carolina

YourFinancialTruth

Your Financial Truth

  Many otherwise successful individuals are a financial mess. Sure, they may have good incomes, live in big houses, and drive nice cars…but is that actually the measure of financial success? What is their financial truth? Are they truthfully making progress towards financial independence?   Comforting Lies or Unpleasant Truths Financial truths are often elusive […]

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canstockphoto1618112

The Anti-Wall Street Investing Strategy

Wall Street is a several block long span located between Broadway and FDR Drive in lower Manhattan. It’s synonymous with investing and corporate finance. Wall Street also represents a particular investing approach that just happens to be false. To be sure, the basic premise of Wall Street as a place for publicly traded companies to […]

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SuccessfulInvestingDependsonYourBehavior

Successful Investing Depends on Behavior

Most books about investing focus on corporate finance or economics. While these are important, investing is mostly about behavior and how this impacts your money decisions. Stay Seated, Class Think back to grade school (a long time ago I know), and how the teacher kept telling you and your classmates to “behave and stay in […]

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HowWeSeeThingsDifferently

How We See Things Differently

In many ways, our fee-only approach to planning and Evidence-Based Investing put us squarely on the outside of personal finance. That’s ok. The world has slowly but surely been moving in our direction for a number of years. The substance of our philosophy has changed very little over time. We believe it works. We see […]

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ThePredictionSeason

The Prediction Season

As the popular Christmas song recorded by Andy Williams (and more recently by Garth Brooks, Harry Connick, Jr and others) says, “it’s the most wonderful time of the year.” However, this time of year can also be the most dangerous time for investors. The next few weeks will find us deep within the “silly season” […]

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WhatsYourStory

What’s Your Story?

Each of us has a unique life story. Where we come from, where we went to school, where we have worked. These stories provide context for the yet unwritten part of our journey: what will happen in the future. As a fiduciary financial advisor, a large part of our role in working with successful individuals […]

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LetsTalkAboutTrust

Let’s Talk About Trust

When you boil out all the other variables, investors are left with just a single question: “Who can I trust?” The clamoring noises from the media, fancy TV ads, and complicated financial products all fade into the background. The most important issue is trust.   Relationships Built on Trust More than three decades ago, we […]

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whatwebelieve2

What We Believe and Why

Inauthenticity rules the realm of investing and financial planning today…and really always has. The Internet, print media and airwaves are full of pitchmen for big financial services firms saying how they are changing their approach to be on the side of investors with retirement accounts. What have they been doing up until now? What are […]

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thingswillhappen

Things Will Happen: What’s Next?

Life is a series of things: things you know will happen, things you hope will happen, things you hope will not happen. Which of these most accurately describe your financial life? On measure, I would submit that based on hundreds of real-life scenarios, most individuals who come to us focus on the middle category, the […]

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