Thinking About Investing
Have you ever felt anxious about your investment portfolio? Who hasn’t? A recent presentation at one of our professional conferences pointed out that five out of every six years will…
Take Charge of your Finances
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…
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…
This Little Piggy Goes to the Market…
This Little Piggy Goes to Target. When we start working with a new client, one of the first steps is typically consolidating the number of accounts they have outstanding. In…
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…
Balancing Tax & Investment Decisions
Photo Credit: David Remer's Hammer Photography While we emphasize the importance of annual tax planning, it’s also important to not let tax avoidance override your other financial goals. Liz Davidson,…
Health Care Reform Scams
Watch out for scammers trying to take advantage of the current confusion on the new health care law. They are banking on folks not knowing enough of the details in…
Checking Up on Your Budget
With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.