False Promise #2 – High Returns, No/Low Risk
November 29, 2016
Run from any investment discussion promising high(ish) returns with no (or minimal) downside risk. This is the classic…
Jeff Laughlin
False Promise #1 – The Guarantee
November 28, 2016
More specific than just over-use of the term guarantee, but really any use. Let’s cut to the chase…
Fidelis: Core Value #3
November 22, 2016
MEASURE FINANCIAL SUCCESS WITH A LONG-TERM PERSPECTIVE. Financial planning service is delivered over time, with patience and discipline.…
Fidelis: Core Value #2
November 21, 2016
THE CLIENT HIRES THE FINANCIAL PLANNER TO BE ON THEIR TEAM. They both work together to achieve consistency,…
Fidelis: Core Value #1
November 18, 2016
THE FINANCIAL PLANNER WORKS FOR THE CLIENT. Clients are the pilots; planners sit in the co-pilot seat. The…
“Do-It-Yourself” Financial Planning: MORE DANGERS
November 17, 2016
There are many more reasons, almost too many to count. We will end up with less money (for a large…
“Do-It-Yourself” Financial Planning: DANGER #2
November 16, 2016
Wasting our valuable time. Our time is precious. Should we spend our time on countless “do-it-yourself” activities? Should we…
“Do-It-Yourself” Financial Planning: DANGER #1
November 15, 2016
Lower levels of basically everything we desire financially. Countless independent studies have been done comparing people with written financial…
Goals: The Accumulation of Action
November 14, 2016
The ability to be on a continuum towards the goal is where life is found. To know who we are…
Should We Be Realistic?
November 11, 2016
The initial actions do get us going on our plans. They don’t feel overwhelming. We know we can focus on…