Behind the Scenes: Client Security It seems like every few days there is a new headline about the latest major security breach or hack of personal information – one of the most recent being the breach of over 500 million Yahoo accounts that compromised personal…
Remembering Gene Wilder When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem…
Supernatural Influences of Estate Planning With Halloween just around the corner, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible…
A Concise History of the Financial Planning Profession Being a member of a profession means having a shared understanding of who we serve and how we serve them, as well as the standards to which we hold ourselves when practicing our craft. For the September…
Investing Lessons from Fantasy Football With the start of another NFL season only two weeks away, there is a concomitant increase in chatter of team predictions, player statistics, and of course, fantasy football drafts. If you aren’t planning to play in a fantasy football league,…
Emergency Preparedness: Zombie Apocalypse The Centers for Disease Control and Prevention (CDC) has creatively used the pop culture phenomenon of a “Zombie Apocalypse” to highlight the importance of preparing for a variety of emergencies/natural disasters. After all, if you’re prepared for a zombie invasion, you’re…
Rise Up: The Olympic Games and Our Investment Philosophy The Olympics provide a unique opportunity to see the world shine in a different spotlight; to become a part of something bigger than ourselves and share in the joy and heartbreak felt by all. All the…
Saving for Retirement – It’s Never Too Early (or Too Late!) Time is the most important ingredient in the financial plan Clients use to guide them to retirement. The power of compound interest is the reason this is true – each additional compounding period available…
Go For Gold with a Budget The United States is often considered a world powerhouse. From being an economic super power to being world-class Olympic athletes, the United States has been dominant in collecting Olympic medals as well as highly advanced in terms of technology…
Be Conscious, Not Cautious, With Your Credit Card Credit can be considered a friend or foe – when used responsibly you can build trustworthiness with lenders to receive more favorable outcomes when shopping for a mortgage, car loan, or even a job. When used irresponsibly,…