February 22, 2021 Financial Perspectives
February 8, 2021 Financial Perspectives
Feed the Beast
Fields of Dreams
Financial Advice Is Useless – Without Empathy
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Financial Mechanic’s Toolbox: DIY or Expert Help?
I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it. But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
How the National Debt Affects You
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
How to Construct a Good Investment Policy Statement
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
How to Make Sense of Goals You Set
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
How to Plan a Business Exit
Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.
How to Plan Your Digital Legacy
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
How to Spot Political Bias
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How to Start Talking with Kids About Money
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
How to Use Your Deferred Compensation Plan
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.