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.
Getting to the Point of a Point
A QUICK ONLINE SEARCH FOR “DOW RALLIES 500 POINTS” YIELDS A CASCADE OF NEWS STORIES WITH SIMILAR TITLES, AS DOES A SIMILAR SEARCH FOR “DOW DROPS 500 POINTS.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means
The Best Interest of the Client
Many unsophisticated Investors buying complex financial products commonly misunderstand their suitability in an investment portfolio.
Planning for One
“A story has no beginning or end: arbitrarily one chooses that moment of experience from which to look back or from which to look ahead.” ― Graham Greene, The End of the Affair
The Space Needle
It is not the strongest of the species that survives, nor the most intelligent. It is the one most adaptable to change. Charles Darwin How much should you save? How much should you spend in retirement? How much do you leave to your children? How little do you leave? What
Mirror Mirror, Off The Wall!
“Life is like a mirror, we get the best results when we smile!” Looking directly into a mirror gives you one perspective of yourself. However, if you turn the mirror at a right angle to another you will discover several images of yourself. Some may appear distorted and backward, like
What a Long Strange Trip it’s Been…
BULLS AND BEARS Many experts consider investing in the stock market the best way to grow wealth, especially if you are young and have a long investment time horizon. However, it can be difficult to avoid much of the daily market “noise,” and you may start to question your financial
More Articles
Empathic Listening and Building Trust
How to Disaster Plan and Build a Financial Emergency Kit
Visualizing Goals for a Confident Financial Future
Fast Times: Evaluate Your Commitments as Often as Your iOS
Saving for Retirement as a High-Income Earner
Bulls and Bears, Trade and the Fed: Advice for the Head Scratchers

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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