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Financial Planning and The One Page Financial Plan

Financial Planning and The One Page Financial Plan

| May 5, 2015 | 0 Comments

I have just finished reading Carl Richards’ book “The One Page Financial Plan”. As a Financial Planner,  I have prepared and presented numerous financial plans over the years, I wondered how in the world Carl could deliver a one page financial plan. The best I ever achieved was a four page summary with 50 pages of […]

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Fee Only Financial Advisor vs. Commission Financial Advisor

Fee Only Financial Advisor vs. Commission Financial Advisor

| April 30, 2015 | 0 Comments

A new perception has taken hold: “fee-only” is better. Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial professional who is candid, trustworthy and thoroughly educated, who provides personalized financial consulting for each client. That search often leads […]

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Panic on Friday

Panic on Friday

| April 20, 2015 | 0 Comments

I don’t usually watch what is happening in the market day to day or even week to week but last week I was sitting in a dental chair and the talking heads were frantic as the US market was down almost 300 points based on 30 stocks. To be fair, all the indices were down. Analyst […]

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The Bumpy Skies vs the Bumpy Market

The Bumpy Skies vs the Bumpy Market

| February 6, 2014 | 0 Comments

Have you ever taken a long airline flight-4, 5, 6 hours or longer? I once flew from Sidney to LA-14 hours. You need to be into movies or a couple of Ambien to be in the air that long. Flying even short flights of less than an hour sometimes leads to bumpy air. Deep down, […]

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Why Women don’t make as much Money as Men.

Why Women don’t make as much Money as Men.

| December 22, 2013 | 0 Comments

I came across an interesting TED talk about Women and Money. Take a few minutes to watch a video that might change the way you think about money. http://www.youtube.com/watch?v=NFTPSjrmEMA

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