Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Do You Have a Financial Caddy?
Category: Financial Planning
A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life.
Media Drama: Facts or Fiction?
Category: Financial Planning » Behavioral Finance
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)
Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.
Chart of the Month – June 2023
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Doctors Overlook These Five Contract Areas at Their Own Peril
Category: Financial Planning
Five key areas doctors need to carefully evaluate in their contract. Overlooking “The Big Five” can have major financial and professional consequences.
Chart of the Month – July 2023
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
What’s Going On With The US Dollar? | Financial Perspectives
Category: Investing » Diversification
A quick Google search on “US dollar collapse” yields 183 million results. Obviously, there has been plenty to create a stir. This week, Kent Kramer and Michael Westphal have a conversation around what is, or isn't, going on with the US dollar.
Harnessing Optimism
Category: Foster Group
Want to live a longer, healthier, and happier life? Research shows that optimism isn’t just wishful thinking—it can be a powerful strategy for resilience and progress. Read to discover why optimism matters and how you can cultivate it in your own life.
What I Learned About Celebrating the Gap
Category: Financial Planning » Behavioral Finance
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
Creating Your Paycheck in Retirement
Category: Financial Planning » Cashflow
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Behavioral Finance
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
Chart of the Month – May 2025
When it comes to future performance, you don’t always get what you pay for. Let’s take a closer look.