Tag Archives | savings

UnlockingtheGripeofFear

Unlocking the Grip of Fear

Fear sells. Most sales pitches about investing focus on fear. The more fear, the better. Our internal wiring nudges us towards reacting emotionally to the lure of fear. However, there is an antidote; there is a way to stop letting fear unravel your financial life.   Conquering Fear The entirety of our approach to investing […]

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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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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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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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Want the Antidote to Market Worry?

I read an interesting comment Coach Frank Martin made to his U.S.C. basketball team after losing a couple games towards the end of the regular season. He told them, “adversity is part of the deal”. Indeed, that is so in every aspect of life. If the stock market goes down a few days in a […]

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The Horns of a Dilemma

The financial world is noisy and it’s easy to become distracted from your most important long-term goals. One way to cut through the noise is to focus on just the two factors that ultimately determine your approach to everything else in your financial life; namely, Market Risk and Shortfall Risk. Market Risk is the inherent […]

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You Probably Don’t Need Advice

Urgency and Advice A large percentage of the individuals who contact us say they need “advice”. What this usually means is that they want a resolution to an urgent problem. The situation is urgent because often it has been ignored and the opportunity for a “painless” remedy has long since passed. They now are faced […]

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The Four Root Causes of Financial Failure

Our mission is to help make our clients’ lives better. That is why we are here. However, some clients undermine their own financial well being by what they do and what they don’t do. Everyone knows the symptoms, but what are the real root causes of financial failure and how can they be avoided? Vague […]

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The Horizon and Your Perception

The physical horizon is entirely a mental construct…the perception of the visual horizon helps you process space. Perceptions can help in financial decision making also. If you change the perception, you change the problem that you are trying to solve. Your perception of how both positive and negative life events impact your long-term happiness is […]

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