Financial Planning Blog

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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investment

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.

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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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20 MayWelcome Gabriel Twining – Spring 2015


In February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…

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05 May3 Simple Investment Principles To Keep You Out Of Wonderland


As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…

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