.png)
Fall Back and Financial Planning
The change of any season, environment, or circumstance, presents a good opportunity to check in on financial plans and make sure everything
Brian
Nov 2, 2023
Inflation and Retirement
The US was the only major industrial nation without a central bank until the Federal Reserve System was created in 1913
Brian
Jun 22, 2023
Honoring America's First Black Economist
"I knew well that the only way I could get that door open was to knock it down; because I knocked all of them down." - Sadie T.M. Alexander
Brian
Feb 17, 2023
Time In > Timing
One of the questions we often asked is ‘when the best time is to put that money to work in the market.’ Poor market returns this year has...
Brian
Oct 20, 2022
What's in Your W-4?
The job market has experienced dramatic changes over the last two years. Working from home, at least part-time, is more the norm than a ...
Brian
Sep 15, 2022
Flirting With Bears
Last week’s post laid out five things to remember during a bear market. At the time, the S&P 500 was down about 18%, just above the 20% ...
Brian
May 26, 2022
Five Lessons to Remember During Bear Markets
Equity indices have had a rough start to the year. The Nasdaq 100 and small cap Russell 2000 are down 20% or more since the beginning of ...
Brian
May 19, 2022
Debt Repayment
Non-housing related debt is over $4 trillion
Last week’s post provided a simple overview of how compounding can work for you. Unfortunately,
Brian
May 5, 2022
Compound Interest
Probably the most powerful, and sometimes misunderstood, concept in finance
Compounding is an extremely powerful force in finance, and ...
Brian
Apr 28, 2022
Green Jackets & Greenbacks
The tournament brings with it many traditions and legacies, including generous payouts for those that make the cut. Even those that miss ...
Brian
Apr 7, 2022
Spend Wisely
Spend less than you make. Simple, yet effective.
Budgeting is a great habit to keep finances in order. That is even truer in times of ...
Brian
Mar 31, 2022
Asset Allocation
Whatever the percentage, asset allocation is a critical component of portfolio returns
“All good things must come to an end.” ...
Brian
Mar 24, 2022
Savings Madness
Only 56% of families have a financial plan to meet college savings goals
March Madness will capture our attention for the next few weeks...
Brian
Mar 17, 2022
Successful Succession Planning
Only 28% of family businesses have a succession plan
Small business owners are vital to our economy. They create jobs, innovate, add ...
Brian
Mar 3, 2022
Walk in Your Shoes
I walk a mile in your shoes
And now I'm a mile away
And I've got your shoes
- Kings of Leon, "Comeback Story"
The above verse ...
Brian
Feb 24, 2022
Financial Doctor
Advice for physical and financial health - don't wait until there is a problem before seeking help. The parallel is they both need to ...
Brian
Feb 17, 2022
Mike vs. Monte
"Everybody has a plan 'till they get punched in the mouth."
Mike Tyson’s cogent remark applies to financial planning as well. We all ...
Brian
Feb 10, 2022
Small Business, Big Needs
Owning a small business has its rewards, but increases the need for financial planning
The last two years showed us the importance and ...
Brian Harvey
Feb 3, 2022