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Month: October 2018

106 Things We Do For Clients, No. 101

No. 101 of 106 Things We Do For Clients Help protect you against irrationally optimistic expectations during bull market run-ups. Just as we can protect clients from panic and help keep them in the market during market crashes, we help guard against emotionally driven...

Expect Financial Advisors To Take Their Own Medicine

Watch this video on YouTube I receive a monthly newsletter from a company named Regenexx that is pioneering a new technology. This is where they take a person’s platelets or stem cells, process them, and then inject them back into a suffering joint with the hope the...

106 Things We Do For Clients, No. 100

No. 100 of 106 Things We Do For Clients Follow fiduciary standards under which you are a client, not a customer. We come under the oversight of the U.S. Securities and Exchange Commission (SEC), which regularly audits the operation of the firm. Like all fee-only...

New Market Highs Not Rare, Don’t Predict Declines

Watch this video on YouTube On October 3, 2018, the S&P 500 hit yet another high. This left those who believe in timing markets wondering if they should cash out, as the end must be near. Just seven days later the index fell 4.3% in just two days, which seemed to...

106 Things We Do For Clients, No. 99

No. 99 of 106 Things We Do For Clients Offer sophisticated and up-to-date training, knowledge, and skill. Our educational and credentialed expertise includes master’s degrees in financial planning and counseling as well as CFP and ChFC designations. This places...