Every month we update our custom “Year in Review” infographic, updating it with the current data, news stories and market performance. It takes us back over the past year and helps put the trailing year in perspective so that when you are..
Like the groundhog, entire herds of investors stick up their head just after the end of January, and try to decide what the year will be like. They are just about as accurate, generally. Groundhog day is thought to have its roots in old..
When we give our clients our “Critical Questions” to review at the kickoff of the financial planning process, we always caution them to think about each question as a scenario, to put themselves in situ and play it out. Why do we do this?..
There are a number of issues that need to be carefully considered to craft investment policies. These include the scope of the project—ambitions and limitations—and the overall constraints you need to keep in mind.
It seems like investors are always looking for somebody to emulate. I find investors dissecting the buying decisions (and annual investor letter) of Warren Buffet, reading books by Peter Lynch, and spending hours trying to figure out how..
If you have been considering the importance of a personal investment policy statement for the financial future of your family, you might be thinking about starting one. Creating a Personal Investment Policy can be a lot of work, but it is..
The financial services industry spends lots of time talking about the personal financial plan, and how everybody should have one. They spend far less time on the other document widely recommended by financial pros, the “personal investment..
Okay, given that we are on a little low-tech password management campaign here, I am going to offer a variant that might be useful to add security to any of the previous methods discussed. This post builds on any of the systems we already..
There are many old ideas getting recycled these days, and we are going to be writing about a lot of them here, as we look at them from a financial planning perspective. Some of them have definite financial planning benefits, and others..
Okay, so if you read our last blog entry (Low-tech password management, part one) you know we are doing a quick little series on ways to be more secure online without going high-tech. I have a pretty serious security setup, but most people..
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