Tag Archives | JE Wilson Advisors

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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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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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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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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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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Antidote for Financial Failure

The Antidote for Financial Failure

Understanding market history can be the antidote for financial failure. However, there is more. Comprehending the historical impact of inflation on wealth as well as your own financial history, rounds out the cure for failing financially. Conversely, ignoring (or misunderstanding) the markets, inflation and your history can provide a huge obstacle to your long-term financial well-being. […]

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Two Buckets are Better than One

Why Two Buckets are Better than One

An important financial planning tool that we strongly recommend is having both tax-deferred and taxable investment portfolios. Very often, when we meet with new clients, they have all or almost all of their retirement savings in tax-deferred accounts. Since the tax code encourages this, it is not unexpected. Ultimately, however, this presents a planning problem […]

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