Tag Archives | financial goals

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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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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Four Dangerous Investing Misconceptions

There are four dangerous misconceptions about investing that can easily unravel even the best financial plans. Many high-income earners fall prey to these misconceptions because they fit easily within the common, but errant, narrative about investing. 1. Easily the most damaging misconception is the focus on performance or outperformance. Yes, you want to earn good […]

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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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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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In Charge or In Control?

Do you seek to be in charge of your financial future, or are you trying to be in control? Being “in charge” implies that you are taking responsibility. Trying to be “in control” means you are attempting to command or regulate what occurs. We often advise clients that “inputs determine outcomes”. This means that a […]

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The Two Questions Everyone Needs To Answer

Will you make it financially? Do you know your financial blindspots? These two questions form the backbone of our holistic approach to personal financial planning. These questions also are the common bond that all of our clients share. If your financial life is arranged so that you can maintain your current lifestyle for the balance […]

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