Recent Articles

Your Greatest Advantage — Weekly Observations for 8/10/2018

Are you investing for returns this year, or do you have longer-term goals in mind that your assets will eventually fund? Hopefully, your answer is that you are funding long-term goals and many years (a lifetime!) of income. Not only is this your greatest advantage as an investor (more on that below), but you'll also be...
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New Review — Weekly Observations for 8/3/2018

If you received a review letter from me recently, you may have noticed some significant enhancements to how we communicate your financial planning progress and cash flows. In addition to the review notice and offering a planning meeting, Stacy, Patrick and I are now including a review worksheet that summarizes your current financial status and...
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