Financial Planning Blog
As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…
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At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…
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Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…
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Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…
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The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…
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To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…
Read MoreNot to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…
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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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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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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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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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Like most everything else in our practice, our process has evolved over the years. I want to communicate to you a…
Read MoreLooking forward, one silver lining is the big inventory decline. Inventory “corrections” like this one usually set the stage for economic…
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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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