Family Financial Discussions

Family Financial Discussions – The Beginning is the Most Important Part of the Work Family financial discussions are the beginning of our work with clients because we’ve learned that these discussions reinforce a truth that “every decision people make with money is justified by taking the information they have at the moment and plugging it

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Written Plans Help Clear Up Fuzzy Thinking

Written plans help clear up fuzzy thinking when investors take a punch The boxer Mike Tyson famously said that every fighter has a plan until he gets punched in the face and that’s why written plans help clear up fuzzy thinking when investors take a punch from the markets. Tyson was referring to his opponents

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Goals-Based Wealth Management

Goals-Based Wealth Management Tailors Everything To You Following a goals-based wealth management discipline will suit you. Imagine paying a visit to your tailor and ordering a suit.  Your only instructions:  It has to be bigger than your co-worker’s suit. That’s a ludicrous scenario, of course.  Everyone appreciates that a suit tailored for you will be

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The Value of Long Term Investing

When building wealth for the long term, your goal should be long term investing ‒ time in the market versus timing the market. This view represents the difference between being a long-term owner and a short-term renter (of stocks). If you can only take one investing axiom to heart, long term investing might be the

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Retirement Distribution Planning

Retirement Distribution Planning May Help Minimize Your Overall Tax Expenses You’ll likely need to develop a retirement distribution planning strategy to help you minimize your overall tax expenses and help fund a more comfortable retirement, even after you’ve saved diligently and invested wisely throughout your working years.  Without a retirement distribution planning strategy, you may

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Dividend Reinvestment is a Compounding Accelerator

A deliberate dividend reinvestment strategy executed with care, prudence and a focus on dividend growth stocks  within a diversified portfolio may allow investors to accelerate the mathematical power of compounding investment returns, a process that famed theoretical physicist Albert Einstein called the “eighth wonder of the world.” Investors who examine the benefits of dividend reinvestment

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