Tag Archives | financial planning

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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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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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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MakingMoneyVsManagingMoney

Making Money versus Managing Money

Since we work with successful individuals, by definition, our clients know how to earn money.  Making money is hard enough, but managing money is infinitely more difficult. The skills and instincts necessary for one can actually hinder the other. A significant component of how we help clients revolves around navigating clients away from the “shallows […]

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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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No Investment Unicorns Here

Let me be blunt. Most individuals are looking for investment unicorns. Myths and hype, however, won’t solve chronic financial conditions. Investing truths will. It reminds me of Jack Nicholson’s line as Colonel Nathan Jessup in A Few Good Men, “You can’t handle the truth!” We’re in the life saving business. The truth is, most investors […]

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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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