Insights
Articles — the questions families actually raise
Writing on planning, taxes, giving, and the decisions that come up between the monthly letters.
107 published · page 9 of 9
ECONOMIC COMMENTARY (08-13-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Talk to a CPA. This may be your last…
ECONOMIC COMMENTARY (07-10-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Your Budget. It’s the middle of the year.…
The False Equivalency of Financial Advice
All financial advice is not the same. For far too long, the leaders and lobbyists of the largest financial services companies have intentionally confused the public about what is or isn't advice. Do most financial professionals give advice? Yes. Are they all…
ECONOMIC COMMENTARY (06/06/2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. Trade “Disputes.” As I write this, a press conference by the Director of the…
ECONOMIC COMMENTARY (5-09-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. Jobs, jobs, jobs. The Labor Department’s recent unemployment report was…
NY TIMES: Yes, You Can Find a Financial Planner Even if You’re Not Rich
On February 2nd, 2018 our firm was featured in the New York Times along with the 600+ other advisory firms associated with the XY Planning Network. Our firms are changing the way the industry approaches clients and changing the industry at the same time. Here…
What is a CERTIFIED FINANCIAL PLANNER™ (and Why Do I Care)? #CFPPro
FAIRFAX, VA circa 1997 - 20 years ago, I was just graduating from George Mason University with a degree in accounting, ready to one day to take the CPA exam. I was full of ghost stories about how difficult the CFP® exam was. I heard it was "full of math,"…
Serving Clients Unconventionally at the "Un"Conference: XYPN17
DALLAS, TX - On Tuesday, August 29th, I had the pleasure of moderating the "Diversifying Your Service Model" breakout session for the 2017 XY Planning Network. As a member of XYPN and their Advisory Committee, one of the things I like most about the…
Free Consult Friday: Should I invest my "extra money?" 08/18/2017
"Free Consultation Friday" calls are offered to the public by appointment, as a vehicle for getting that one answer to a financial question you've been too embarrassed to ask friends, family or even your current financial advisor. It is a pro-bono service of…
Howell: What will Tysons Look Like in the Future?
Discussing the challenges facing Tysons Corner and its quest to become America's Next Great City* The evolution of Tysons Corner, from suburban office park to urban office park to mixed-use mecca, remains in full swing with 25 million square feet of office…
Thanks for the Memories Mr. Cornell
I remember where I was when Kurt Cobain's body was discovered in April of 1994. I was working as a bank teller, listening to terrestrial radio, lamenting the fact that I wouldn't be attending the Pearl Jam concert that night. When my slightly older co-worker…