The Benefits of Productive Work
While we are planners and not psychologists, we do have the benefit of observing the behavior patterns of a homogenous demographic group. This assists us in helping clients work through challenging times. Since we have been around over 30 years,…
How Exciting is Your Ride?
The volatility of the market this year has been a classic example of how Portfolio Theory works. We explain!
The Science of Happiness
Last fall, Rick and I had the opportunity to attend a conference hosted by eMoney (our financial planning software company). I expected excellent technical training and information; I did not expect the keynote speakers’ focus on human psychology. I came…
Unplug from News and Social Media
With all the stress in the news, perhaps it’s time to unplug from the news and social media. We have some suggestions for other ways to spend your time.
Are you better than before?
Habits are a fascinating subject and the topic of a book called Better Than Before. This may be a good time to think about our habits and how to change them.
What has been unleashed?
In the real world, not all side effects of an opened box are bad.
A Sad Farewell
We say goodbye to our wonderful Client Services Manager.
The Value of Modeling
Modeling is the key to successful financial planning.
What Will You Take?
Think about will you take away from this experience.
Making the Best of Low Interest Rates
by Mary E. McCraw, CFP® In 2012 and 2016, I wrote about refinancing as we were experiencing very low mortgage rates. After bumping higher the last two years, we are happy to see that mortgage rates are once again low.…