Financial Planning is truly a journey. Financial Planning: A Philosophy We began this Financial Planning series in April by talking about Philosophy by giving you an investor’s point of view. To be an investor, you must have the philosophy of a long-term horizon. And, you need a plan. Financial Planning: Mapping the Experience Our second…
Noise is all around us. Many times, we pay close attention and other times, we tend to tune it out. Take summer vacation for example. It’s time for summer vacation and the cross-country family Road Trip!!!! The kids are in the car, the bags are packed, the dog is in the back seat chewing on…
Perspective: The steady rise of the stock market in 2017 quickly became the “new normal”. It makes us forget that twists and turns of the stock market are “normal” and that we strive to look at the long-term picture when planning for the future. We recently saw an article penned from an investor’s point of…