Financial Planning:
Thoughts and Commentary

Sep 7, 20224 min read

A Year in the Life of a Financial Plan

Well, I guess summer is over. Albeit, not according to the seasonal calendar, but rather the calendar in my head as a parent. School...

Sep 7, 20223 min read

Advances in Technology May One Day Make Humans Impervious to Financial Mistakes

For this month's 'For Your Consideration' submission, I'm going to open up to all of you reading this article. Since clients and...

Sep 7, 20223 min read

Financial Planning is an Action Verb

I have a hypothetical offer for you. What if I told you that I could guarantee that you will achieve all of your financial goals with no...

Sep 7, 20222 min read

A Strategy with a Better Image Than Playing the Lottery but Only Slightly Better Odds

Having 'a system' at a casino is about as useful as having a rake during a tornado. There are periods where you feel like you are making...

Sep 7, 20222 min read

Taking a Risk....It's Unavoidable.

This month’s ‘for your consideration’ will be a quick lesson about the ‘whys’ of asset volatility. What makes the value of an asset go...

Sep 7, 20222 min read

Ignore the White Noise and Focus on You

What’s with all the hyper active reporting on the financial networks? What’s everyone shouting about? And why does it seem that it’s...

Sep 7, 20222 min read

The Most Important Variable of Financial Planning is the Date of Death

The most common question I get asked when I tell people I’m a financial planner is, “what stock do you think is the next one to go big?’....