Financial Planning Blog
The history of our firm and our clients has been one of success, and as a result, we have experienced a…
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The market decline of early 2016 was not anywhere near the magnitude of a bear market such as we experienced in…
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Belling-hamsters know what it is like to wait out a long winter. A down market can be like that; gloomy, day…
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In recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates. For example, the…
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If you are going to invest in the stock market for any meaningful amount of time, you will at some point…
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If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…
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In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…
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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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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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Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece. Click the link below to view…
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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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Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…
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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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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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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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