There have been a lot of things happening behind the scenes at PFYT lately, and we wanted to take a minute to let you in on some of them. I sat down to write about a few of them, and began with a yellow legal pad and a pen, and started..
We are pleased to announce (after what seemed like a very long beta test) the rollout of the PFYT Planner, our new interactive planning portal for use with our planning, advisory and consulting clients. I boasts a number of compelling..
We are regularly informed by our property and casualty insurers of the advisability of maintaining a record of our possessions for insurance purposes. It is usually recommended that we take note of the significant items in a written..
I can’t tell how my portfolio is doing today, because somebody stole my laptop! Investors are always asking me about the different risks they face. They regularly ask me about investment risk. They occasionally ask me about the risks..
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?..
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..
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..
Over the years we have often heard from our clients about their concerns regarding their financial information being on the internet. People have expressed doubts about the security of their investment portals and worried about people..
In support of the whitepaper... NOTE: The purpose of this interview is to examine two things — First, whether the advisor is an appropriate match and second, to evaluate the advisor’s degree of candor. Look for signs of evasion, and..
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