Close
Every Financial Plan Is Wrong

Every Financial Plan is Wrong

David Shotwell

“Every financial plan ever produced is wrong” – Joe Duran, United Capital I have to admit, as someone who creates financial plans, when I first heard one of our industry’s thought leaders make that statement in an interview I cringed a little. Bu…

Read More
Understanding Federal Student Loans

A Practical Approach to Paying for College

David Shotwell

Paying for college creates a financial planning dilemma for many families: How can working parents save for their own retirement while also saving for their children’s educations? As a profession, financial planners have not always been as helpful as w…

Read More
Steady As She Goes Stock Market History

Steady As She Goes – Stock Market History

David Shotwell

What a lousy week for the stock market. In case you were lucky enough to miss it, on Friday, the Dow and the S & P 500 dropped 3%, capping off an ugly four days. The market is down about 10% overall since the highs it hit in May. As advisors, we hate these times […]

Read More