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...
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..
Many of us were taught to look both ways before crossing a street, and reminded that we are responsible for our own safety when crossing, even if the traffic laws say otherwise. Not everybody has that luxury. Today is White Cane Safety..
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