Financial planning blog

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Key factors driving real-life financial and investment success

September 25, 2018

What’s the Biggest Determinant of Financial Success?

Timeless insight from September, 2018. I read an article in the Wall Street Journal that reminded me of our speaker and researcher, Dr. Howard. “A Better Way to Think about Portfolio Rebalancing,” by Meir Statman, describes it well. Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.” What could be more risky,...

Young man reflecting on financial advice services

September 11, 2018

FIRE: Financial Independence, Retire Early

Some young Americans are working toward FIRE, or Financial Independence, Retire Early. Go figure. Actually, retiring early requires a lot of figuring out!

August 31, 2018

It’s Not What You Have

“We self regulate to the level of our beliefs not to the level of our potential.” Dr. Rick Perea Last week, Stacey and I had two dramatically different and wonderful experiences with two people whose advice directly fits into your financial planning situation (I hope). My hope is that in the next 3.5 minutes you...