Financial Planning Blog

solar bonds

03 DecAre Solar Bonds A Good Investment?

If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…

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financial times newspaper

03 NovWithdrawal Rates – Autumn 2015

In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…

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life insurance

22 OctShould You Buy Life Insurance From An Agent?

Most insurance agents are happy to reassure you they’re selling you a great policy, but there’s no getting around the conflict…

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11 SepUnderstanding Actual Returns vs. Average Returns

No financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…

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santorini greece

27 JulThe Financial Crisis in Greece

Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece.   Click the link below to view…

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savings rates

22 JulSavings Rates – Summer 2015

Many years ago when I was just beginning my budding career,  an older and wiser financial advisor told me that “the…

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business man walking

14 Jul10 Steps For a Better Investment Experience

Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…

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writing constititional document

07 JulReconstitution Effect

Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…

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smoke stack

12 JunSocially Responsible Investments: The Good, The Bad, and The Green

These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…

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New York Stock Exchange

02 JunThe Crucial Difference Between Investment Brokers And Fee-Only Advisors

The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…

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