No. 40 of 106 Things We Do For Clients Provide you with personal investment analysis. Generic information is great. For some of us it’s fun to understand all the various asset classes, their historical returns, how they fluctuate compared to each other, and...
Watch this video on YouTube As inevitable as death is, given the way we avoid planning for it we seem to believe we will evade it if we don’t talk about it. Two-thirds of Americans don’t have a will or a health care advanced directive. Financial planners like myself...
No. 39 of 106 Things We Do For Clients Provide investment advice without the bias that comes with receiving a kick-back in the form of investment related commissions or other performance compensation. You cannot be assured of receiving it from any investment or...
Watch this video on YouTube “Want a kitten? It’s free.” This is an offer that I would turn down in a heartbeat. My lack of enthusiasm for cats would far outweigh my frugal appreciation of getting something for nothing. Even the most ardent cat lover,...
No. 38 of 106 Things We Do For Clients Record your cost basis on securities. Everyone know their cost basis in their investments, right? We wish that were true. Unfortunately, many people don’t have a clue. And in case you think the cost basis is tracked by your...
