OUR WEALTH MANAGEMENT BLOG

How can you be (MUCH) wealthier? Learn more than money.

Oct 9, 2018

"Most of us, however, are specialists…Each specialist sees something different. A typical Engineer will think in systems. A psychologist will think in terms of incentives. A biologist will think in terms of evolution. By putting these disciplines together in our head,...

Is college really worth it? That depends…Do you really see it as an investment, or free pass to the middle class?

Sep 17, 2018

"Dad, why is college going to cost me $160,000 when I'm older." - My 10-year-old Is 4-years of college with a mortgage of debt the best path to equip our kids to be financially successful? An investment, or a hasty middle-class checkbox? I was in Boulder this summer...

What version is your current financial belief operating system? You 1.0?

Sep 4, 2018

"Man is a growth by law, and not a creation by artifice, and cause and effect is as absolute and undeviating in the hidden realm of thought as in the world of visible and material things." ― James Allen, As a Man Thinketh What are your financial beliefs and habits?...

Financial Planning adds Tangible Value, but that’s not the most important part…Part Two

Aug 12, 2018

"Here is natural instinct and here is control. You are to combine the two in harmony, now if you have one to the extreme, you will be very unscientific. If you have another to the extreme, you will all of a sudden be a mechanical man, no longer a human being. It is a...

Is there ANY return—whatsoever—in using a Financial Planner? No! Well maybe…Part One

Aug 5, 2018

<![CDATA[ “He’s just another used car salesman.” “They charge 1% and do nothing.” As an analyst, I was the biggest skeptic, and card-carrying member of the advisors don’t add any value club. Yes. Me. Yours. Truly. The practicing financial planner. Let’s back...

People are frugal with money, but waste so much…

Jul 29, 2018

<![CDATA[Time! "If each of us could have the tally of his future years set before him...how alarmed would those who saw only a few years ahead, and how carefully would they use them!" - Seneca, On the Shortness of Life How many days do you...