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Ensuring your hard-earned savings is there for generations to come.

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How Do You Feel?

Many people hire financial advisors thinking that those advisors will provide them with better investment returns, pay less in taxes, and provide them with more income. Many financial advisors see themselves as star investment managers, tax-reduction experts or crystal-ball future seers. These advisors are like surgeons who take pride in their surgical skills but would prefer to keep their interactions with patients limited to the operating room.

Insights Financial Planning
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Live Life

I was recently in Colorado visiting clients and was invited to ski with them for several days. While enjoying the mountains I met several of my client’s friends who also loved to ski. The common thread that emerged was that all of these folks had enjoyed skiing early in life and had committed to a goal of skiing as often as possible when they were financially independent enough to do so. I was amazed at their zest for living life even into their 80s and beyond.

Insights
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Focus on the Fundamentals

Well it looks like uncertainty and worry have returned to the investment markets and people are wondering what to do. Most investors are trying to figure out whether this is the top or if the market has more room to run. They want to know whether they should be buying or selling? But they are distracted and focusing on the wrong activities.

Investing Insights
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Measure Your Risk

Well, it’s a new year and your investment accounts are looking pretty good. The stock market is at an all-time high and the part of your portfolio that is invested in stocks is doing great. But that other part of the portfolio that isn’t in stocks isn’t gaining like the stock part is.

Investing Insights