Your Financial Truth
Many otherwise successful individuals are a financial mess. Sure, they may have good incomes, live in big houses, and drive nice cars…but is that actually the measure of financial success? What is their financial truth?…
The Anti-Wall Street Investing Strategy
Wall Street is a several block long span located between Broadway and FDR Drive in lower Manhattan. It’s synonymous with investing and corporate finance. Wall Street also represents a particular investing approach that just happens…
How to Plan for 2018
Planning by definition is focused on the future. You can’t plan by dwelling on what you did or didn’t do in the past. As we flip the calendar pages into a brand new year, think…
Successful Investing Depends on Behavior
Most books about investing focus on corporate finance or economics. While these are important, investing is mostly about behavior and how this impacts your money decisions. Stay Seated, Class Think back to grade school (a…
How We See Things Differently
In many ways, our fee-only approach to planning and Evidence-Based Investing put us squarely on the outside of personal finance. That’s ok. The world has slowly but surely been moving in our direction for a…
The Prediction Season
As the popular Christmas song recorded by Andy Williams (and more recently by Garth Brooks, Harry Connick, Jr and others) says, “it’s the most wonderful time of the year.” However, this time of year can…
What’s Your Story?
Each of us has a unique life story. Where we come from, where we went to school, where we have worked. These stories provide context for the yet unwritten part of our journey: what will…
How Can You Avoid the Big Mistake?
Do you wonder if you really need a financial advisor? A big part of our work is to guide clients to make decisions that are in their best interest. Our advice is often the only…
Unlocking the Grip of Fear
Fear sells. Most sales pitches about investing focus on fear. The more fear, the better. Our internal wiring nudges us towards reacting emotionally to the lure of fear. However, there is an antidote; there is…
Let’s Talk About Trust
When you boil out all the other variables, investors are left with just a single question: “Who can I trust?” The clamoring noises from the media, fancy TV ads, and complicated financial products all fade…