A few years ago, we had an intern, and one of the tasks we set him was to reflect on life lessons that related to investing and financial planning. He developed a mental map for the process that resonated with him, and it looks like it has..
In advance of our mind-numbingly delayed launch of our client portal for accessing performance reporting, which I had hoped to kick off at the first of the year, we are putting a demo on our web site, which you can watch HERE if you have..
There are many different aspects of shared and individual accountability in any successful advisory relationship. Certainly, a client holds their advisor accountable for their recommendations. An advisor should be held accountable for the..
In the complex world we live in, we all face leaps of faith. We grapple with opacity. How is a taxicab different from an Uber ride? What is a bank really charging us for our checking account or credit card? Is the product I got from Amazon..
We consider it a part of our duty to our clients to make as much progress as possible in resolving investment and planning questions as time allows. Progress can be made in a few ways, and they reflect the basic models of our industry...
If you are a planning or investment client, you need to pay attention to the availability and ease of getting performance reporting information from your advisor. Depending upon the type of relationship you have with any given provider,..
Despite appearances to the contrary, this is a blog post about canning vegetables. No matter what I say next. We love the recovery of forgotten skills, as our clients know—because we point it out in just about every other issue of American..
A new client recently asked me what our role was in the financial planning relationship. She wanted to know if we just took over and did everything, or if we served as a kind of educator only. I thought about an article I had recently read..
One of the great things about our Planner is the ability to keep your financial plan updated in real-time without having to scavenge all of your updated account statements and balances once a year or so to have us manually bring the plan..
.png?width=64&name=youtube_(1).png "YOUTUBE"){kind=icon}
