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Tom posts

The “Risk Disconnect:” How Investors and Financial Advisors sometimes talk past each other.

Posted by Tom on Sep 23, 2015
We recently wrote about a benign self-delusion as it relates to investment decision making. We were talking about the illusion of control. You want to see illusions play out? Look at the average person’s, (even the average professional..
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We missed Downtown Columbus....

Posted by Tom on Aug 10, 2015
Well, besides trying to stay dry here in Columbus this summer, we have been making plans to move our office back downtown. We have no ill feelings toward Dublin…we like Dublin very much! However, when faced with a massive construction..
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We're all a little bit out of control. Meet the "Illusion of Control."

Posted by Tom on Jul 07, 2015
“Nothing is so difficult as not deceiving oneself.”
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"Let's talk about Risk," biases and risk perceptions

Posted by Tom on Jul 02, 2015
In 1990, an R&B trio got nominated for a Grammy award for their song “Let’s Talk About Sex,” which was (at the time) a more than usually overt song about a topic that is still pretty taboo in America. It was considered by music pundits at..
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Meanwhile back at the Ranch--PFYT Behind the scenes

Posted by Tom on Jul 01, 2015
We took a little hiatus from posting blog content while a number of things have been going on behind the scenes at Plan for Your Tomorrow. We took a little recovery time from tax season, and we are preparing our mid-year reviews. Along the..
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Our Monthly Year in Review Infographic for this month

Posted by Tom on Mar 17, 2015
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Our Monthly Year in Review Infographic--a bit behind schedule (for the first go around)

Posted by Tom on Feb 24, 2015
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Our infographic is officially launched!

Posted by Tom on Feb 24, 2015
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..
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How are investors like the humble Groundhog?

Posted by Tom on Feb 01, 2015
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..
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Five reasons thinking deeply about the critical questions leads to good financial planning.

Posted by Tom on Jan 30, 2015
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?..
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