Financial Planning: A New Concept (Sort of)
December 12, 2016
FINANCIAL PLANNING IS A NEW PROFESSION (on a relative basis). Let’s look at some other widely accepted and understood professions:…
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Looking for financial guidance that is clear and pressure free? This blog covers the questions we hear most often, from retirement planning to investing basics and everything in between. As a fee only fiduciary firm serving St. Louis and St. Charles, our goal is to help you understand your options and make decisions you feel good about.
What Technology Has NOT Done – #3
December 9, 2016
SAVED US FROM OURSELVES. Will technology hold us accountable? Will it keep us on our financial plans? Will it prevent…
What Technology Has NOT Done – #2
December 8, 2016
GIVE US FINANCIAL PEACE OF MIND. Can technology confirm and validate our actions, our course, and our path? Will it…
What Technology Has NOT Done – #1
December 7, 2016
REPLACE A PERSON…..A REAL LIFE HUMAN-BEING. Can technology be the relationship? Can it walk with us through our challenges? Can…
What Technology Has Done – #3
December 6, 2016
Provided infinite tools. Blogs E-Books PDFs Secure document storage and sharing Websites Computers Smart phones Tablets Remote meetings Endless…
What Technology Has Done – #2
December 5, 2016
Simplified the process of taking action. Simplified the process of implementing financial plans. And, simplified the process of investing on…
What Technology Has Done – #1
December 2, 2016
Moved our financial plans from paper to online software. A DRASTIC improvement. We can update faster. We can measure and…
FIDUCIARY, FIDUCIARY, FIDUCIARY
December 1, 2016
Did you know there were two standards in the personal finance profession? Fiduciary and Suitability. Hard to believe, but true.…
False Promise #3 – Fee Deception
November 30, 2016
A dishonest discussion of how you pay for financial planning and how much it costs. This comes primarily…
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…