The Greatest Risk to Your Financial Success

There are a lot of risks to having financial success.  One risk is spending too much.  Even spending an extra $5,000 per year over your sustainable spend rate can have a significant impact on your long term financial picture.  Another…

Navigating Elder Care, Ep# 28

For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they get the best care? How do you know what to do with their bills and other finances? In our first-ever…

10 Year Real Returns

Should I Own International Stocks?

Why own international stocks? Especially when, as noted in Exhibit 1 below, US stocks have outperformed international stocks over the last one, five and ten years, respectively.  After all, most investors would have been better off only investing in US…

Married Couples: 6 Savings Strategies

We work with a lot of couples to help them plan for their long term goals.  In some cases, we work with couples who keep their financial lives separate.  Often this is the case with newlyweds who have yet to…

Checking in on Your Retirement Contributions

Have you made your 2016 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 18th of 2017 to make…

Valuation Change

Why Have US Stocks Performed So Well?

During 2011, in the midst of the federal debt showdown, there would have been very few investors who believed the S&P 500 would return 16% per year over the next five years, especially if they knew that company economic performance would…

Top 10 Most Read Posts of 2016

We spend a lot of time researching topics throughout the year to share with our clients. We thought you may be interested in reading our top 10 most read blog posts from 2016 in case you missed any that we…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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