Financial Planning Blog

16 DecTo Convert, or Not To Convert: That is the Question – Spring 2010


To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…

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16 DecPlease Welcome Our Newest Advisor: Devin Wolf – Summer 2010


Not to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…

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16 DecInflation, Zimbabwe Style – Spring 2009


Zimbabwe is the first country in the 21st century to hyper-inflate their currency. The country recently had an annual inflation rate…

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16 DecThe Black Swan – Winter 2009


In the 18th century, it was assumed that all swans were white. No one in the civilized world had ever seen…

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16 DecThe "R" Word – Winter 2008


In recent weeks you may have heard the “R” word bandied about. When discussing the economy, it is a dirty word!…

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16 DecThe Financial Selling Panic of 2008 – Autumn 2008


The cheerleaders for recession were about a year early, but it appears that they finally have their way, partly due to…

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16 DecWhen Is Insurance Suitable – Spring 2008


There are different opinions as to the proper use of insurance. Here is my view: Insurance should be used to buy…

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15 DecBuying a Home: Cash vs. Finance


Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is…

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01 JanOur Expert Panel – Autumn 2009


Like most everything else in our practice, our process has evolved over the years. I want to communicate to you a…

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