Below you'll find a list of all posts that have been categorized as “Client Basics”
July 20, 2021
Fear and greed are the two most essential emotions when it comes to our financial well-being. When I first meet with people, I identify which camp they reside in because everything going forward will be dictated by their emotional fear or greed. The overwhelming driver …
August 17, 2018
Fifteen years ago, a prospective client found me online and asked if we could meet to discuss their situation. After a brief conversation on the phone, we set up an appointment. Admittedly, I was a bit apprehensive since they told me they had already met …
April 27, 2018
Where is the stock market going? Is the Fed going to increase interest rates? What is happening in China? Where are oil prices headed? There is plenty of daily media attention given to these questions as well as explanations as to why certain things happened. …
August 15, 2017
Despite sobering statistics about most Americans’ lack of retirement savings, many people have done an admirable job. Through a combination of disciplined savings habits, a moderate lifestyle and a little luck, many find themselves with enough reserves to retire quite comfortably. However, once it comes time for these retirees to reap …
December 28, 2016
Being an independent fee-only advisor, I am legally required to act as a fiduciary for my clients. This means that I must put my clients interests first and put my clients interests ahead of my own. I’d like to illustrate this point with a car …
Receive news and insights