Blog

Mental Accounting

Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets…

The Urge to Do Something Different

Many investors have become disillusioned with their investment strategy.  After all, at the end of the 2000s,  most investors were left with less than they started with at the beginning…

1940 = 2010?

Over the last few weeks, we’ve had a few clients call us with some understandable concerns regarding current stock market conditions.  They have asked whether it makes sense to sell…

Financial Celebrities

Many of our new clients tell us they found out about fee only financial planning by listening to talk radio or watching their favorite financial pundit on television. Media personalities…

Extreme Opinions

In the world we live in today, we are inundated with 24 hour news and information from more sources than ever before.  New gadgets and devices continue to roll out…

How Did I Do Compared to the Average Investor?

Many illustrations of investment performance calculate the growth of a hypothetical investment from a given starting point. Typically there is a benchmark, such as the S&P 500 index, charted alongside for…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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