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Month: September 2007

“What You Think You Heard Is Not Necessarily What I Meant”

Watch this video on YouTube Investing and financial planning, like other fields, have their own buzzwords and terms. Those of us in the profession use those terms so often that we don’t always stop to think that some of them might be unfamiliar or confusing to our...

Fuzzy Thinking and the Stock Market

Watch this video on YouTube The recent media attention to the ups and downs of the stock market reminded me of a piece of advice I heard a few years ago. John Muhlenkamp, manager of the Muhlenkamp Fund, was one of the speakers at the Financial Planning Association...

Withdrawing More But Still Having Enough

Watch this video on YouTube One of the most common questions financial planners hear from clients, especially those nearing retirement, is, “How can I be sure I have enough to live on for the rest of my life?” Conservative advisors usually tell clients they can take...

It Isn’t How Much You Win, It’s How Much You Manage To Keep

Watch this video on YouTube Of all the possible paths to wealth, the last one to count on is winning the lottery. The first difficulty is beating the overwhelming odds and winning a huge payoff. The second difficulty is hanging onto the money. Several studies and...