Do you wonder if you’re missing out on opportunities to get higher returns for your investment portfolio? Do you feel stressed out about drops in the market or headlines in the news? The link below includes insights about how a shift in expectations and perception can lead to a happier financial life. If you’re interested […]
Category Archives: Financial Planning
Are you worried that your investment portfolio isn’t built as well as it could be? Do you wonder if you should be making changes to your portfolio based on what you hear in the news? The link below can help you identify opportunities to get more out of your investment portfolio. If you need help […]
Does trying to figure out the ups and downs of the market make your head hurt? Are you concerned about investing right before a major downturn in the market? The link below contains insights about how difficult market timing has proven to be and how a long-term approach focused on what you can control has […]
Wonder if you’re missing out on the next big investment opportunity? Wish your investment portfolio would feel more stable? Do you currently hold assets only within the United States? If you answered “yes” to any of the above questions, “The Randomness of Global Equity Returns” may be of interest to you. This piece explores: how investors […]
Are you nervous about a potential downturn in the market? Are you wondering if there’s a better way to invest? The link below describes 10 steps for pursuing a better investment experience. If you want to learn how we help people get more out of their time and money, visit our website or request a […]
Cash Flow Killer #3 – The Silent Killer How not to use a GPS device Within the last year, I had an idea to turn-off the voice notifications on my GPS before venturing out to visit a new client. Since I knew 90% of the route, my plan was to just look at the GPS […]
I hate admitting when I’m lost. On June 13, 2014, six hardworking guys put our seventeen-foot canoes into the chilly waters of Basswood Lake for five days of restoration, exploration, and memory-making, but our trip didn’t start out exactly as we planned. Basswood Lake is in heart of the Boundary Waters Canoe Area (BWCA), a […]
“Where is our money going?? How is it possible that I’m a financial planner, I can make a good living, and I still feel completely stressed out about money?” Almost exactly 10 years ago, I realized that I didn’t have a good handle on my family’s cash flow management. The realization was hard to admit; […]
A Roth IRA is a tax-advantaged investment vehicle for retirement savings, much like a 401(k) or a traditional IRA, with the notable difference being that one contributes after-tax dollars to this type of account, rather than contributing pre-tax dollars like one does in a traditional 401(k) or IRA. The Roth IRA was designed by Congress […]