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.
216 published · page 17 of 18
You won the jackpot in South Carolina you fortunate bastard. Now what?
Winning the lottery has always been a fantasy and you actually did it! Congrats or something. The most important thing to happen in your life just happened and you can't say a word. And so the irony of winning the lottery begins. Add me to the list of folks…
ECONOMIC COMMENTARY (10-08-2018)
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 Free Credit Freezes. (From FTC.gov)…
ECONOMIC COMMENTARY (09-10-2018)
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 Beneficiaries. When was the last time…
"A Much Needed Moment.." on Labor Day
Everyone I spoke with on Friday asked what I was going to do this long, Labor Day Weekend. I had no plans. Little did I know I would spend three important hours watching coverage of Senator John McCain's funeral. I have never voted for Senator or Presidential…
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…
71 letters · 36 videos · 109 articles