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What I’m Doing with My Family’s Financial Plan
Staying cool and not reacting to market changes
Volatility, Risk, and Financial Planning
Understanding volatility and risk in financial planning
Assessing Volatility in Life and Investments
Understanding Volatility Beyond Investments
How Is Investing Like Growing Apples?
Let’s look at the similarities between an orchard and investing
Three Realities To Becoming a Better Investor
Understanding diversification, risk, volatility, and planning
Making Sense Of Your Investments
A refresh to understanding what you own and why
Owning or Lending To Companies. Which Do You Choose?
Know your investments. Are you an owner or a lender?
What matters
The spotlight continues to shine brightly on increasing prices. From big ticket purchases like a home to everyday shopping at the grocery store, stuff costs more. What we need to recognize is that it will take time for the data to arrive to illustrate prices are in...
Inflate – what?
Seriously, take a deep breath and relax, inflation is not as scary as it sounds….IF you have a plan. Every media outlet and newsfeed I see today seems to be sounding the alarm on rising costs. That’s what inflation is, the same stuff we purchased yesterday that now...
Apples
Our family has a tradition of going apple picking each October. It is a wonderful time to get outdoors, walk the orchard, and taste all the different varieties. The bushel we quickly fill is more than enough to eat, bake, and share with friends and neighbors. Apples,...
Then & now…
Imagine updating your financial plan in January, April, or December of 2020. How might the plan outputs at various dates have impacted your behavior and financial choices? What other life decisions may positively influence your approach to planning? January 2020: ...