Blog


Jun

23

2017
Financial Planning: As Easy as Riding a Bike

Financial Planning: As Easy as Riding a Bike

With the end of school, our family has had much more time to spend outside.  My daughter in particular has had time to work on her bike riding skills.  Helping her through this process, it strikes me that it is similar to financial planning for many people. I told my daughter it was time for her to ride without training wheels. Her excitement showed in...

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May

26

2017
Using the Fear Gauge

Using the Fear Gauge

What if there was a way to measure expectations of variance in the market? What if we could measure how investors attitudes are based on current market conditions?  It would be pretty handy if we had a way to determine what the “temperament” of the market is.  While we don’t have the ability to survey all investor’s feelings, we can use a proxy based on the...

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May

12

2017
Estate Plan Essentials

Estate Plan Essentials

It has been about a year or so since the Purple One rode into the sunset.  Though a brilliant musician, there was one area that Prince was lacking.  He died intestate.  Simply put, he did not have an estate plan. This has left his heirs scrambling through legal quagmires trying to determine what his last wishes were.  The issue is that with no will, they...

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