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The View from Here

Labor Day, Fishing and Investing, Life Lessons

The Performance Reporting Video Demo is out...(Finally!)

Surprising ways in which a performance reporting system improves the mutual understanding of investment accountability.

How performance reporting helps us to maintain transparency and trust.

How does Investment Performance reporting help improve client engagement?

Performance reporting can play an important role in your investment or financial planning relationship

Planning, crafts and forgotten skills

Gentle guidance and leadership,  the secrets of both horsemanship and financial advice.

Financial Planning is easier with the Spending and Budgeting tool

Adding account feeds to your interactive financial plan, so it stays up-to-date.

Financial Planning alerts are super handy.  Get them today!

"Look Both Ways"--Remembering the vision impaired around us

Take your Financial Plan on the road.

PFYT Planner Interactive Financial Planning Preview Video

The Communication plan for our new suite of investment and planning services

Enhancements coming to PFYT.

Brexit may be a bummer, but I think the world will still turn on its axis.

The "reclassification headache," revisited

Are we benchmarking lemmings?

The New PFYT "Planner" Financial Planning suite is live!

KEEPING TRACK of what you own is a good start to financial planning.

Adding Physical Risk to the Financial Planning Discussion

The “Risk Disconnect:” How Investors and Financial Advisors sometimes talk past each other.

Some economic commentary on the state of the global stock markets

We missed Downtown Columbus....

We're all a little bit out of control. Meet the "Illusion of Control."

"Let's talk about Risk," biases and risk perceptions

Meanwhile back at the Ranch--PFYT Behind the scenes

Our Monthly Year in Review Infographic for this month

Our Monthly Year in Review Infographic--a bit behind schedule (for the first go around)

Our infographic is officially launched!

How are investors like the humble Groundhog?

Five reasons thinking deeply about the critical questions leads to good financial planning.

IPS Broad Policy issues...this far and not farther

MLK can teach investors a thing or two.

Thinking about your own personal investment policy statement? Start here.

Why use a Personal Investment Policy Statement?

Improving online financial security with low-tech password management--part 3

Barter--a financial consultant weighs in on an ancient system of trade

Improving online financial security with low-tech password mgmt (pt 2)

Improving online financial security with low-tech password maintenance, (part one).

Choosing a Financial Advisor Interview Questionnaire

Financial Planning with a dose of Behavioral Economics: Why your vacation photos are worth more than your flat screen TV

Bias Basics--cognitive bias and the investor

Hand me that torque wrench, your portfolio is stuck...A new Mental Map for choosing a Financial Advisor, Part 1

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