Uncategorized
I recently had a conversation with a colleague and friend in the military who demonstrated the temptation frequently faced by investors: giving into the emotional banquet of “market” stimuli served up by the media and catered by the financial services industry. My...
Retirement Planning
I’m surely not the only one who looks back at my youth and asks, “What was I thinking?” My list is long and undistinguished, and I’ll reserve these “teachable moments” to only finance-related matters today, for all of our benefit! 1. Delay gratification: I need look...
Uncategorized
01-When can I retire? Like any good political/philosophical answer: it depends! The key question is how much is needed to meet you needs and wants in retirement. I’m reminded of a story from a podcast that I recently listened to of a client that was informed of an...
Uncategorized
Times like these conjure up all manner of emotions. We want to take a moment to remind our clients (and ourselves!) of a few long-standing investment and planning axioms: 1. Timing the market is a fool’s errand. It “feels” safe to take risk off the table as...
Retirement Planning
3 “T’s” to Keep in Mind When Planning for Retirement For many of us, retirement planning ranks near cleaning the garage on our list of priorities. We know we should do it, and every time we park the car or open the investment statement, we’re reminded of the need to...
Recent Comments