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Benchmarking your savings & investments

Benchmarking your savings & investments

Now’s a great time to check your cashflow and benchmark the amount that you save and invest each month.  The key to successful investing is not picking the right company or fund, timing, or trading techniques to increase the balance of your account.  In fact, most of...

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It all starts with a question..

It all starts with a question..

You may be surprised the next time you log-in and view your various investment account values.  It’s likely that the accounts have rebounded from declines seen over the past several months.  This is good news to the patient, disciplined, goal-focused investor who...

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Suggested reading

Suggested reading

I love to read and I wanted to share a great book with you.  With the exciting return to space last weekend via SpaceX’s Dragon Capsule, I was reminded of all the teamwork that made the Apollo 8 mission possible.  I really enjoyed reading Rocket Men, The Daring...

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Teenagers & money

Teenagers & money

Our 16-year-old started a paid internship this week which is some exciting news in our house.  The opportunity to gain some experience and real-life responsibilities are priceless.  Getting paid is the icing on the cake which my son (as all teenagers I would guess) is...

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Our review process part 2 of 2

Our review process part 2 of 2

Last time we covered some key elements to our annual review process with clients.  We understand planning takes a lot of brain power and time, attempting to cover everything in a single meeting is not always efficient or effective for many busy clients.  Spreading out...

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Our review process part 2 of 2

Our review process part 1 of 2

As summer approaches our firm has just completed the first half of all annual plan reviews with our clients.  Financial planning continues to evolve and encompasses a wide array of services, needs, and considerations.  It’s been our experience that attempting to...

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Rethinking fixed income

Rethinking fixed income

Traditional investment thinking has always viewed bonds and fixed income as a “safe” haven away from the volatility of equities.  Equities, as we’ve discussed before, are thousands of companies (of various sizes) run by really smart men and women.  These companies are...

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The importance of goal setting 

The importance of goal setting 

Pop quiz: How are your New Year’s resolutions progressing?  Do you even remember what you resolved to change or improve?  So much has changed in the past 10 weeks that it may be difficult to reflect upon what was so important in early January.  I’m guessing that most...

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Planning for adult parents part 2 of 2 

Planning for adult parents part 2 of 2 

In our last post, we outlined the challenges that exist when planning for aging parents.  We covered several points that may help you better prepare for opening a dialogue to ensure mom and dad’s financial choices are optimized.  Here are some other conversation...

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Planning for adult parents part 2 of 2 

Planning For Adult Parents – Part 1 of 2

How do you assist aging parents with their financial decisions?  It’s natural not to discuss money, or other financial matters, with family.  This reluctance to share tends to increase with age, even though studies show our cognitive decision-making declines as we get...

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