First Financial Insights
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar to others which could be asked in other areas of
All You Need to Know About Investing
Investing is a great way to increase your net worth and reach your financial goals. However, there are numerous risks involved with investing in the
The Retirement Crisis We Face
America’s Retirement Crisis Americans are currently facing a serious retirement crisis. While many retirees have a general sense that they have saved enough money for
Ignore the Volatility
Nobody likes market volatility. It can scare the heck out of the best of us, and certainly can prompt any of us to second-guess ourselves.
Bull Markets and Bear Markets and Whether They Matter
“If there is an argument to be made for a potentially waning bull market, or even a “bubble”, it’s in bonds, not stocks.” Each new
Top Performing Investment Managers
Performance Scoreboard for Investment Managers *Excerpted, with additions, from the Wall Street Journal. We have just begun a new year, which means that it is
Don’t Confuse Income With Cashflow
You would think that terms like income, earnings and cashflow would be simple. In a certain sense, they are “simple” because each has a relatively
The Essentials of Pensions, 401Ks, IRAs and Roths
Retirement and investment terms can be confusing; their names rarely give an accurate description of what they are, and most of our friends and neighbors
Bench Talk: 5 Things You Can Do
https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in
2017 Five Star Wealth Manager Award Winner
A Not-So-Humble Brag The urban dictionary defines “humble brag” as an attempt to brag by couching it in a phony show of humility, and we
Is Your Advisor an Eeyore?
https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of
Understanding Life Insurance
The Purpose Of Life Insurance Financial planning naturally focuses on the things you want to accomplish. What sometimes is missed is the fact that you
Retirement Income Strategies
Let’s face it; the changing social security, healthcare and investment landscapes make retirement planning more challenging than ever. Here is a walk-through of some of
Bench Talk: Habit of Generosity with Kids
https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the
5 Money Truths for Women
We all know that life is more complicated than it was in our grandparents’ day. That’s true across the spectrum of life’s issues, but it
Bench Talk: Why Do We Invest?
https://player.vimeo.com/video/186024916 Why Do We Invest? Investing is risky so why do it? The reason is inflation. Inflation is simply the rising cost of goods and
Economic Commentary – Recession Worries
We start with the acknowledgement that multiple commentators are predicting a recession, and multiple sources – sometimes the same ones – are predicting a significant
6 Essential Wealth Preservation Strategies
Developing wealth preservation strategies has always been an essential part of retirement planning. However, today it is even more critical for one specific reason: the
Economic Commentary | Russia And Ukraine In Perspective
Russia and Ukraine in Perspective We all awakened this morning, February 22nd, 2022, to what was assumed as inevitable – Russia would invade at least
Economic Commentary – Trends and Transitions
This economic commentary comes at a year-end and, therefore, the beginning of a new year. It’s probably expected that we will recap what happened this
Economic Commentary – The Stock Market Paradox
A paradox is a “situation, person or thing that combines contradictory features.” That is a perfect description for the stock market of the last several
How to Avoid Estate Tax
America is still a place where if you work hard, save your nickels and dimes and practice prudent financial strategies, you can build substantial wealth