Financial Planning Blog
Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…
Read MoreTo our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…
Read MoreWe recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…
Read MoreAfter inquiring with our clients, it seems that many are not particularly active in logging on to our various online sites. …
Read MoreThe history of our firm and our clients has been one of success, and as a result, we have experienced a…
Read MoreThe market decline of early 2016 was not anywhere near the magnitude of a bear market such as we experienced in…
Read MoreBelling-hamsters know what it is like to wait out a long winter. A down market can be like that; gloomy, day…
Read MoreIn recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates. For example, the…
Read MoreIf you are going to invest in the stock market for any meaningful amount of time, you will at some point…
Read MoreIf you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…
Read MoreIn the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…
Read MoreMost insurance agents are happy to reassure you they’re selling you a great policy, but there’s no getting around the conflict…
Read MoreNo financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…
Read MoreDimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece. Click the link below to view…
Read MoreMany years ago when I was just beginning my budding career, an older and wiser financial advisor told me that “the…
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