by Ryan Stille | Sep 16, 2020 | Financial Planning, Investments, Taxes
Like many families, we have what seems like a million Legos in our house. They accumulated slowly overtime, typically around birthdays and holidays. All of our boys have enjoyed playing with them, my youngest still loves them. Financial planning is a lot like a...
by Ryan Stille | Jun 11, 2020 | Financial Planning, Investments, Market
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...
by Ryan Stille | Jun 4, 2020 | Financial Planning, Investments, Retirement, Values
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...
by Ryan Stille | Jun 2, 2020 | Financial Planning, Investments, Retirement, Values
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...
by Ryan Stille | May 28, 2020 | Financial Planning, Investments, Retirement
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...
by Ryan Stille | May 12, 2020 | Investments, Retirement, Taxes
There are many risks to assess in a financial plan. In my opinion, the most underappreciated risk is purchasing power risk as it often sneaks up on you overtime. Our brains view “risk” in a singular format and equate it to losing something. For example, I “lost”...
