--- title: The View From Here | Tom Posts description: Tom Posts | --- [![orange-logo.png](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/About/orange-logo.png?width=77&height=53&name=orange-logo.png "orange-logo.png")](https://www.planforyourtomorrow.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. **Access** [![PFYT Planner](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/planner_icon3.png?width=64&name=planner_icon3.png "PFYT Planner")](https://wealth.emaplan.com/ema/lpl/planforyourtomorrow) [![Orion Performance Reporting Portal](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/Orion_Logo.png?width=62&name=Orion_Logo.png "Orion Performance Reporting Portal")](https://login.orionadvisor.com/login.html) [![Video Conference](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1126847570-png/Social_Icons/Gotomeeting-icon.png?width=64&name=Gotomeeting-icon.png "Video Conference")](https://global.gotomeeting.com/join/734633557) [![LPL Accountview](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565280137-png/Social_Icons/LPL_Accountview_Icon.png?width=64&name=LPL_Accountview_Icon.png "LPL Accountview")](https://myaccountviewonline.com/AccountView/) [![Plan Sponsors](https://www.planforyourtomorrow.com/hs-fs/hubfs/Social_Icons/PLAN_VAULT_ICON.png?width=64&name=PLAN_VAULT_ICON.png "Plan Sponsors")](http://plans.fiduciarymanagement.com/planforyourtomorrow/Login) [![Schwab](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1562947778-png/Social_Icons/Schwab_icon.png?width=64&name=Schwab_icon.png "Schwab")](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [![Fidelity](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565325402-png/Social_Icons/Fidelity_Icon.png?width=64&name=Fidelity_Icon.png "Fidelity")](https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?AuthRedUrl=https://oltx.fidelity.com/ftgw/fbc/ofsummary/defaultPage) [![Schwab Institutional Intelligent Portfolios](https://www.planforyourtomorrow.com/hs-fs/hubfs/Ring-pie%20chart.png?width=64&name=Ring-pie%20chart.png "Schwab Institutional Intelligent Portfolios")](https://institutionalintelligent.schwab.com/) [![FACEBOOK](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1011587836-png/Social_Icons/facebook-1.png?width=64&name=facebook-1.png "FACEBOOK")](https://www.facebook.com/Planforyourtomorrow) [![TWITTER](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463084-png/Social_Icons/twitter-1.png?width=64&name=twitter-1.png "TWITTER")](http://twitter.com/ThomasRHurford) [![LINKEDIN](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1220068289-png/Social_Icons/linkedinfinal.png?width=64&name=linkedinfinal.png "LINKEDIN")](http://www.linkedin.com/company/plan-for-your-tomorrow-inc) [![YOUTUBE](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463079-png/Social_Icons/youtube_(1).png?width=64&name=youtube_(1).png "YOUTUBE")](http://www.youtube.com/user/planforyourtomorrow/) # Tom posts ## [The Performance Reporting Video Demo is out...(Finally!)](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Feb 17, 2017 [![Party.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/Party.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/the-performance-reporting-video-demo-is-out...finally) ## [Surprising ways in which a performance reporting system improves the mutual understanding of investment accountability.](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 30, 2016 [![Casual handshake over coffee.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/Casual%20handshake%20over%20coffee.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/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.](https://www.planforyourtomorrow.com/the-view-from-here/how-performance-reporting-helps-us-to-maintain-transparency-and-trust) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 22, 2016 [![bill frustration.png](https://www.planforyourtomorrow.com/hubfs/Blog/bill%20frustration.png) ](https://www.planforyourtomorrow.com/the-view-from-here/how-performance-reporting-helps-us-to-maintain-transparency-and-trust) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/how-performance-reporting-helps-us-to-maintain-transparency-and-trust) ## [How does Investment Performance reporting help improve client engagement?](https://www.planforyourtomorrow.com/the-view-from-here/how-does-investment-performance-reporting-help-improve-client-engagement) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 07, 2016 [![Asian women with tablet in coffee shop2.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/Asian%20women%20with%20tablet%20in%20coffee%20shop2.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/how-does-investment-performance-reporting-help-improve-client-engagement) 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... [Read More](https://www.planforyourtomorrow.com/the-view-from-here/how-does-investment-performance-reporting-help-improve-client-engagement) ## [Planning, crafts and forgotten skills](https://www.planforyourtomorrow.com/the-view-from-here/planning-crafts-and-forgotten-skills) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 01, 2016 [![Canning.png](https://www.planforyourtomorrow.com/hubfs/Blog/Canning.png) ](https://www.planforyourtomorrow.com/the-view-from-here/planning-crafts-and-forgotten-skills) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/planning-crafts-and-forgotten-skills) ## [Gentle guidance and leadership,  the secrets of both horsemanship and financial advice.](https://www.planforyourtomorrow.com/the-view-from-here/gentle-guidance-and-leadership-the-secrets-of-both-horsemanship-and-financial-advice) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Nov 02, 2016 [![PFYT_Logo_as_GIF--White.gif](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-709516853-gif/LOGOS/PFYT_Logo_as_GIF--White.gif) ](https://www.planforyourtomorrow.com/the-view-from-here/gentle-guidance-and-leadership-the-secrets-of-both-horsemanship-and-financial-advice) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/gentle-guidance-and-leadership-the-secrets-of-both-horsemanship-and-financial-advice) ## [Financial Planning is easier with the Spending and Budgeting tool](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-is-easier-with-the-spending-and-budgeting-tool) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 25, 2016 [![spending2.png](https://www.planforyourtomorrow.com/hubfs/Blog/spending2.png) ](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-is-easier-with-the-spending-and-budgeting-tool) This training guide will walk you through utilizing the spending & budgeting tools available in your financial portal. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-is-easier-with-the-spending-and-budgeting-tool) ## [Adding account feeds to your interactive financial plan, so it stays up-to-date.](https://www.planforyourtomorrow.com/the-view-from-here/adding-account-feeds-to-your-interactive-financial-plan-so-it-stays-up-to-date) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 18, 2016 [![Add_online_account.png](https://www.planforyourtomorrow.com/hubfs/Blog/Add_online_account.png) ](https://www.planforyourtomorrow.com/the-view-from-here/adding-account-feeds-to-your-interactive-financial-plan-so-it-stays-up-to-date) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/adding-account-feeds-to-your-interactive-financial-plan-so-it-stays-up-to-date) ## [Financial Planning alerts are super handy.  Get them today!](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-alerts-are-super-handy.-get-them-today) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 18, 2016 [![plannerhome1.png](https://www.planforyourtomorrow.com/hubfs/Blog/plannerhome1.png) ](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-alerts-are-super-handy.-get-them-today) This training guide will demonstrate how to set up alerts around your financials tied in to your personal financial management site! [Read More](https://www.planforyourtomorrow.com/the-view-from-here/financial-planning-alerts-are-super-handy.-get-them-today) ## ["Look Both Ways"--Remembering the vision impaired around us](https://www.planforyourtomorrow.com/the-view-from-here/look-both-ways-remembering-the-vision-impaired-around-us) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 15, 2016 [![White_cane.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/White_cane.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/look-both-ways-remembering-the-vision-impaired-around-us) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/look-both-ways-remembering-the-vision-impaired-around-us) [All posts](https://www.planforyourtomorrow.com/the-view-from-here/all) [Next **](https://www.planforyourtomorrow.com/the-view-from-here/topic/tom-posts/page/2) ### Subscribe Here! ### Recent Posts ### Posts by Tag - [Tom Posts (42)](https://www.planforyourtomorrow.com/the-view-from-here/topic/tom-posts) - [Financial Planning (22)](https://www.planforyourtomorrow.com/the-view-from-here/topic/financial-planning) - [Investment Policy (16)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investment-policy) - [Transparency (11)](https://www.planforyourtomorrow.com/the-view-from-here/topic/transparency) - [Happy Clients (10)](https://www.planforyourtomorrow.com/the-view-from-here/topic/happy-clients) - [Behind-the-scenes (9)](https://www.planforyourtomorrow.com/the-view-from-here/topic/behind-the-scenes) - [Cognitive Science (8)](https://www.planforyourtomorrow.com/the-view-from-here/topic/cognitive-science) - [Performance Reporting (6)](https://www.planforyourtomorrow.com/the-view-from-here/topic/performance-reporting) - [Hiring a financial advisor (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/hiring-a-financial-advisor) - [Investing and Digital Security Issues (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing-and-digital-security-issues) - [Lifestyle Experiments (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/lifestyle-experiments) - [Road Map (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/road-map) - [Unpredictability and Randomness (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/unpredictability-and-randomness) - [Choosing a Financial Advisor (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/choosing-a-financial-advisor) - [Keeping Track (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/keeping-track) - [Annual Review Process (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/annual-review-process) - [Economic Outlook (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/economic-outlook) - [Monthly Infographic (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/monthly-infographic) - [New Site Content (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/new-site-content) - [investing (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing) - [Critical Questions (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/critical-questions) - [Holiday Blog Posts (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/holiday-blog-posts) - [Plan Sponsor (1)](https://www.planforyourtomorrow.com/the-view-from-here/topic/plan-sponsor) [See all](https://www.planforyourtomorrow.com/the-view-from-here/topic/tom-posts#) © 2018 Plan For Your Tomorrow, Inc Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial,a Registered Investment Advisor, Member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). 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