Travel Tips
We often have the good fortune of traveling to exciting locations both domestically and abroad vicariously through our clients. In sharing stories of good experiences and bad we tend to pick up a fair...
View ArticleTaking Stock of Our Stuff
Dimensional Fund Advisors’ Real Estate Securities Portfolio is the fund we use to gain exposure to U.S. Real Estate, the best performing asset class in our portfolios so far this year, up more than...
View ArticleNow that I’m 18, you want me to do what?
(The following is from David Burleigh‘s blog dated July 14, 2014. David is a local attorney and an expert in the areas of Family Philanthropy and Family Enterprise Strategic Planning. He represents...
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Just Keep Making Staves
To celebrate a significant, but unnamed birthday of his, my Dad and I recently spent a few days driving a good chunk of historic Route 66 from St. Louis back to his home in southern California. It was...
View ArticleWhat Should I Look for in a Financial Advisor?
Many consider engaging in the financial planning process, but never take that first step of exploring their options. It’s one of those very important, but not urgent issues that often get pushed to the...
View ArticleIs Your “Check Nest Egg” Light On?
The first thing you need to know about me is that I know absolutely nothing about cars. Well, ok – I know how to drive a car, a stick shift at that, but for me a car is simply a way to get from A to...
View ArticleThe Bonsai Approach
As part of a workshop I attended this past weekend, I was assigned to a small group of workshop participants and sent off to dinner at an undisclosed restaurant. It turned out to be a great way to...
View ArticleMaking Money Matter
It’s difficult at times to demonstrate the value of good financial planning. Conversations about future wishes, wants and needs are challenging. Identifying and implementing certain sacrifices today...
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Just This Once
(from Carl Richards’ 5/14/2015 Behavior Gap newsletter – click here for the original post. Carl is a Certified Financial Planner, the creator of the New York Times’ Sketch Guy column and director of...
View ArticleThe End is Near
Growing up in the 70’s, it sometimes felt like we were living in the age of HORRIBLE THINGS THAT ARE ABOUT TO HAPPEN! Overpopulation of the planet was our first threat. Paul Ehrlich, a Stanford...
View ArticleTalking Money with your Honey
My husband and I talk about money all the time. It usually goes something like this “Did you pay that bill?” or “How much are we going to spend on Mom’s Christmas present?” or “Look at this new pair...
View ArticleKeys to the HELOC
HELOC (hee-lok) is an acronym for Home Equity Line of Credit, a way of extending credit to a homeowner using equity in their home. Borrowers typically draw funds on the line as they see fit and are...
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Don’t Forget to Write
“Don’t forget to write!” It’s what you say to a person as they’re going away and you’re not sure if or when they’ll be back. I personally imagine Jack and Rose waving to their respective friends and...
View ArticleLast Minute College Planning
August is back to school time, and college tuition bills are due soon. If you’re writing tuition checks, you’re past the point of setting up a 529 savings plan, filling out the FAFSA , selecting a...
View ArticleProtecting Yourself from Market Drops
Protecting Yourself from Market Drops As I write this blog, the Dow Jones Industrial Average is down over 470 points, a drop of 2.87%. This follows August’s 6.6% drop, and puts us in official...
View ArticleWhat are You Jonesing For?
What are you Jonesing For? I have a confession to make – I’m not sure the last time we mowed our lawn. Judging by the fact that half of my dog disappears when he makes his trips outside, it’s been a...
View ArticleHappy Money
We’re rapidly approaching that time of year when we’re encouraged to eat, drink and be merry, spend money on things without thinking about it, and then roll into January with a debt hangover because...
View ArticlePopular Social Security Strategies Get the Ax
A couple months ago, I wrote a blog on Social Security which highlighted a couple things. One – historically Congress has been inclined to expand Social Security benefits rather than reduce them. Two...
View ArticleCorrection Free Investing?
Correction-Free Investing? A recent article in USA Today described the market volatility we’ve experienced since August of last year as proof that we’re living in a new paradigm; one in which we will...
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There’s No Place Like Home
This week’s guest columnist, Nir Kaissar, is a Bloomberg Gadfly columnist covering the markets. He is the founder of Unison Advisors, an asset management firm. He has worked as a lawyer at Sullivan...
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