Over the course of the past 6+ years, I’ve blathered on and on at this blog, pretty much based upon what I wanted to share with all of you, dear readers. I’ve based some of the topics on what I hear from my clients, and other topics just based on what I found interesting about [...]
Posts under ‘purpose’
The Great Recession – What We Did Right
The “Great Recession” may have not been officially declared over just yet, but things we’re seeing in the financial world are showing that we’re regaining momentum, or at least solid ground in the markets. We’ve seen the stock market gain more than 60% since the low a year ago, which is remarkable even though we’re [...]
The Formula for Success
Financial professionals sometimes get wrapped up in the overly-complex – retirement projections, Monte Carlo analysis, trust and estate planning, and complicated portfolio design. It often comes to mind that we need to stop and remember what the most important concepts are in successful financial planning, and that can be boiled down to a very simple [...]
What Can a Broker Do For You?
You have choices when it comes to investing. You can go directly to a mutual fund company (such as Vanguard or T. Rowe Price) and choose investments yourself, or you can use a fee-only financial advisor to assist you in choosing investments. But by far the most common method is to work with a broker. [...]
The Bright Side of H1N1
All around us are some pretty ominous signs: this has been a wetter than normal year (at least here in the Midwest), flu seems to have started earlier than normal (seasonal influenza, that is), and last Spring we saw a lot of signs pointing to the influx of H1N1 influenza – globally. If this is [...]
Have Confidence – In Good Times and Bad
Note: this is a re-working of a note I received in email today… it’s not necessarily about investing, but rather success in all things. It is particularly applicable to financial matters, I think, as it is critical to maintain confidence in your plans, both in prosperity and adversity. Confidence is one of your most important [...]
What Is It That You Want To DO?
Note: Taking a little break from tax law and retirement planning for the day… One of the questions that I often ask folks as we’re working on financial matters is – “what is it that you want to DO?” And in this case, DO is properly capitalized, because the context of the question is with [...]
And if you've come here to learn about queuing waterfowl, I apologize for the confusion. You may want to discuss your question with Lester, my loyal watchduck and self-proclaimed "advisor's advisor".
