Insights
Where the thinking behind the portfolios gets written down
A Letter to Stakeholders every month since 2020, without a gap — plus videos and articles on the questions families actually raise.
212 published · page 15 of 18
ECONOMIC COMMENTARY (11-08-2019)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY The United States economy is still an oasis of positivity in a world where Europe, Japan and…
The Final Straw
You are overwhelmed. You try not to show your worry but you worry. You're not sure if you're doing everything right when it comes to finances. You wonder what everyone else is doing and how they are doing it. You are not alone (or at least, you don't have to…
ECONOMIC COMMENTARY (10-08-2019)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY As we have seen since 2015, there is data to support an upcoming recession (i.e. a decline in Gross…
ECONOMIC COMMENTARY (09-18-2019)
Please enjoy our ECONOMIC COMMENTARY, TIME & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY For months now, we in the financial advice community have been waiting for the other proverbial “shoe to drop.” Like many…
JOY of Managing Debt
Though the ubiquitous credit card wasn't invented - at least not here in the United States - until the Diners Club Card was created in 1950, carrying debt and managing credit has conceptually been around since the Age of Antiquity. You don't need me to tell…
Joy of Enough (Income Taxes)
Tax preparation is not tax planning. One concept that separates accumulators of wealth from non-accumulators is their willingness to spend when they are not legally required to. Tax prep is required but tax planning is optional. Read why you should consider…
Joy of Enough (Spending)
Spending: it's not your fault. Well, it's not all your fault. With neuroscientists, psychologists, economists, and behavioral scientists all working to get you to buy, it’ a wonder we don’t spend all of our money all of the time! Reducing our spending buys us…
ECONOMIC COMMENTARY (08-01-2019)
Please enjoy our TIME & WEALTH MANAGEMENT tips and an ECONOMIC COMMENTARY that we share with our clients. TIME & WEALTH MANAGEMENT Equifax Data Breach Settlement. Most of us have been affected by the Equifax breach and now they’re ready to compensate us. Go…
Joy of Always Earning an Income
First you work for an education, then you work for money, then people work for you, then money works for you. When money works for you, well, then you are free to save our planet. Northern Virginia Circa 1987 When my family and I moved to Fairfax, Virginia in…
ECONOMIC COMMENTARY (07-10-2019)
Please enjoy our TIME & WEALTH MANAGEMENT tips and an ECONOMIC COMMENTARY that we share with our clients. TIME & WEALTH MANAGEMENT By Noon. Since time and money are closely related, we decided to include tips for how we manage time at our firm. This week’s…
Why "JOY of Financial Planning?"
What do we mean by "Joy of Financial Planning?" We mean having the ability to say "I am in harmony, I have enough, I am in balance, I am safe, I will have a legacy, I have opportunity and I have time. In summary, we mean you have the ability to chase your…
ECONOMIC COMMENTARY (06-08-2019)
In addition to your performance reporting and billing, this month you will find a few BEST FINANCIAL PLANNING PRACTICES and an ECONOMIC COMMENTARY. BEST FINANCIAL PLANNING PRACTICES Check Your Credit. First American Financial Corporation, a home title…
69 letters · 36 videos · 107 articles