Our Blog
Financial Habits and Net Worth
You already know that our financial habits determine our financial fate. If we avoid credit card debt, spend less than we earn, and create...
Taming the Bear Market
The following thoughts were inspired by Nick Murray in his book, “Behavioral Investment Counseling”. These thoughts ring so true to me. The hard part,...
Plan the Path to Your Retirement
Head of the household or heart of a household, women need to pay attention to personal finances. It is more challenging for women to...
Financial Behavior Education For Children
Several times a year, a client or friend asks me how to teach good financial behavior to children. Sadly, there are not enough resources...
Update Your Beneficiaries
I heard a story a few years ago at an insurance conference about a man who decided he wanted a divorce from his wife. ...
Ecclesiastes
Our second peek at ancient texts that discuss economic life is from the book of Ecclesiastes. Ecclesiastes is believed to have been written by King...
Educating Our Children
High income members of Generations X and Y typically postpone starting families for various reasons (discussed in post “And So It Begins”). When we...
Why I do what I do…
I have been a wealth manager for almost fourteen years. After all this time, my first career—telecommunications—is a distant memory. However, one memory...
Surprise Yourself by Increasing Your Contributions
It may surprise you to see your retirement savings accumulate significantly more by simply increasing the percentage of salary that you defer each month...
The Future of Retirement
Today’s blog post is about the future of retirement for Generations X/Y with high income careers. Although retirement may seem very far off, for Gen...
Biblical Investing: Bava Metzia
It seems the media is always focused on what investments to buy NOW, preferably today, for a quick short term gain. I thought it...
Advisor’s Alpha
Prior to the start of my career in financial planning, I often wondered, what true value (or alpha) does a good advisor add to...
