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,…
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…
“Captain’s Log, supplemental.” Some of you will recognize these as the words spoken by Captain James T. Kirk after each commercial break, to be followed by a recap of what happened in the prior segment and a preview of the action to come. Those words…
When we wrote last Friday morning in the immediate aftermath of Thursday’s Brexit, global markets were in freefall and anxiety was rising. We acknowledged the potential negative impact on the UK economy and the probability of heightened volatility in the near term. We then noted:…
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…
Last week, Dave attended the Financial Planning Association’s 3rd Annual Advocacy Day in Washington, D.C. FPA® Advocacy Day provides members and leaders of FPA with the opportunity to introduce federal policymakers to the association and the profession and talk with them about issues that are…