Financial Planning Blog

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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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tax planning 101

14 AprTax Planning 101: How To Make The Most Of Your Tax Bracket


(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

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11 MarUnderstanding IRA Transfer and Rollover Rules


If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…

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09 FebSecrets for Self-Employed Retirement Success


Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

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02 FebQuantifying the Value of an Excellent Financial Advisor


For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…

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11 JanHome Bias – Winter 2015


If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…

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