Resources and Stories for Real People

Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Hemline Index
Blog
Walter Wisniewski, CFP®

Hemline Index

“The future’s uncertain but the end is always near.” Jim Morrison, the Doors, “Roadhouse Blues”. Many investors are losing valuable sleep listening to the misguided, canary-in-the-coal-mine commentators expounding on an imminent stock market crash due to a future recession (the “R” word). Paradoxically, if too many investors believe the same thing, as fate would have it, the “R” might just

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The Little Things We Do Really Matter
Blog
Walter Wisniewski, CFP®

The Little Things We Do Really Matter

It’s the little things you begin with that matter most! The wisdom found in the Tao Te Ching says the long thousand- mile journey begins under one’s feet by taking small steps! If you are hiking and climbing a mountain you take one little step at a time. It is unrealistic to think you can physically run to the top.

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Become a Financial Superhero
Blog
Walter Wisniewski, CFP®

Become a Financial Superhero

With all the hype about the latest Avengers movie, it got me thinking about how we all can become superheroes in our every day lives. You may already be a superhero to your spouse, to your kids, but how can we become financial superheroes? Fidelity did a study a number of years ago. They looked at all of their accounts

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Déjà Vu All Over Again
Blog
Walter Wisniewski, CFP®

Déjà Vu All Over Again

INVESTMENT FADS ARE NOTHING NEW. WHEN SELECTING STRATEGIES FOR THEIR PORTFOLIOS, INVESTORS ARE OFTEN TEMPTED TO SEEK OUT THE LATEST AND GREATEST INVESTMENT OPPORTUNITIES. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different natural resources. But long-term investors

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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