.png)
Brian
Nov 2, 2023
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
Jun 22, 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
Oct 20, 2022
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
Aug 25, 2022
Water, Salt, Sand Rats, and Your Portfolio
A good eating plan takes a comprehensive approach to balancing proper food groups and eliminating unhealthy, engineered food. A good ...
Brian
Jul 7, 2022
Fiscal Fitness
Getting in shape for summer is a common goal. We focus on our “beach bods” so we can look good in a bathing suit and feel comfortable ...
Brian
Apr 28, 2022
Compound Interest
Probably the most powerful, and sometimes misunderstood, concept in finance
Compounding is an extremely powerful force in finance, and ...
Brian
Apr 14, 2022
Prepare to Exit
"Plans are worthless, but planning is essential"
The above quote is widely attributable to President Dwight Eisenhower, although he gave...
Brian
Apr 7, 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
Mar 31, 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 24, 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 17, 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 3, 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
Feb 24, 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 17, 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 10, 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 Harvey
Feb 3, 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
Jan 27, 2022
Enduring Volatility
Market Volatility Should Not Ruin Your Financial Plan
Volatility is inherent in financial markets. Periods of relative calm ...
Brian
Jan 13, 2022
Retirement Education
Retiring is inevitable. Most workers will their jobs at some point - voluntarily or not
If the last two years taught us anything, it is ...
Brian
Jan 6, 2022
Are Financial Advisors Still Relevant in a Digital World?
A guide to Determining if You Should Work with a Financial Advisor
Warren Buffet warned to "never ask a barber if you need a haircut".