Inspiring Others (and Ourselves)
November 8, 2016
Your daily small actions inspire others. You become an example to others over time and with consistency. If we act…
Blog
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.
The Secret Sauce of Life
November 7, 2016
SMALL CONSISTENT ACTIONS (preferrably initiated by our habits) Small actions are progress and progress leads to personal fulfillment. This is…
The Investment Grass is Not Always Greener
November 4, 2016
Investment performance does not determine financial success. There is no such thing as the best performing portfolio. The “grass is greener”…
Those Deadly Financial Emotions
November 3, 2016
We must limit (or at least manage) our financial emotions. Unfortunately, we can’t get rid of them. We must recognize one…
Diversification and Asset Allocation; Not the Same Thing
November 2, 2016
ASSET ALLOCATION is your big picture “pie.” Your mix of stocks, bonds, and cash. Keep it simple. Stocks are owning…
The Long-Term: Boring, But Necessary
November 1, 2016
Investment principles only work through the lens of LONG-TERM. There are constant short-term temptations. Don’t give in to these “guaranteed”…
Investments are NOT a Plan
October 31, 2016
Investment strategy supports a financial plan. Investments are not a plan. This is the most common mistake. Investments are…
Linking Your Resources to Your Goals
October 28, 2016
Most prevalent in this phase of the plan is having a research back, principle-based, and time tested investment process; not…
The All-Too-Common Financial Ostrich
October 27, 2016
When it comes to our personal finances, let’s stop burying our heads in the sand. Take the time to define current…
There is No Such Thing as “Goal Accomplishment Island”
October 26, 2016
When we imagine goals, we imagine some mystical finish line. At this finish line we find pure bliss. After all,…