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Month: July 2016

Client Questions & Investment Philosophy

We’ve had several new clients come on board recently, and I always hear a few new questions from folks as we start our relationship and planning process. “Alan Greenspan was just on the radio saying we’re heading towards another bubble,” one client recently told us. “What do you think, and how should we protect ourselves?

Stocks, Bonds and So Much More

We’ve been in the financial planning business for nearly two decades. In talking with friends and prospective clients, I find that even now, many people aren’t aware of everything a financial planning team does. “You’re just stocks and bonds, right?” is something we hear a lot.

Kids & Credit

We’ve been exploring the topic of what money can buy in our last few newsletters. This week, I thought I’d explore this topic as it pertains to kids. I’m not sure how things were in your house growing up, but when I was a kid, I got a minimal allowance for doing chores around the house. And I always made sure those chores got done because I loved the reward of getting that money.

Legacy Planning

In our last two articles, we’ve explored the concepts of money and happiness. and what exactly you want your money to do and buy for you. We’d be remiss if we didn’t also address what money can buy after you’re gone – in other words, what’s your legacy?

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