Author: Ryan Kelly, CFP

Posted Dec. 08, 2022
As financial planners, managing client accounts and investments is a major component of the work that we do. We take on a number of responsibilities in this sphere, one of which is the process of rebalancing. The rebalancing process is the quintessential application of the...
Topics: Economy and Investing

Posted Jun. 15, 2022
Financial planning derives its greatest value from a deep relationship between a planner and the Client. We’ve written about the importance of our discovery process before and the behavioral science research behind it. As a product of our discovery process, we assemble the Live Big®...
Topics: Financial Planning

Posted May. 19, 2022
The vast majority of resources on Social Security focus on the thousands of rules and the myriad of strategies to maximize your Social Security benefits. There simply don't seem to be enough resources, though, that explain how Social Security actually works when you’re ready to...
Topics: Financial Planning

Posted Mar. 30, 2022
The NCAA Men’s and Women's Basketball Tournament – the pinnacle of the sport – is upon us. This three-week long tournament attracts attention far beyond the alumni of the respective schools. For reference, the 2022 men's championship game between Kansas and UNC captured the attention...
Topics: Financial Planning, Yeske Buie Millennial

Posted Oct. 28, 2021
Ask your child what they’re afraid of, and they may say the dark, a monster under the bed, or their school principal. Turn to your friends, however, and you may find that financial concerns – not “things that go bump in the night” – start...
Topics: Financial Planning

Posted Sep. 30, 2021
It feels as though we experience a “once-in-a-century” event that leads us to a “new normal” every decade. And those in the media love to proclaim, every time, that “this time is different.” Now, we’re hearing it again: the COVID-19 pandemic changed everything. After experiencing...
Topics: Financial Planning

Posted Sep. 02, 2021
Benjamin Graham, widely known as the "father of value investing," once wrote, “The investor’s chief problem – and even his worst enemy – is likely to be himself.” All humans carry with them biases shaped by their backgrounds and experiences, which influence every decision they...
Topics: Financial Planning
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