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What Is A Fee Only Financial Planner

What is a Fee-Only Financial Planner?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_73.mp3Podcast: Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]

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Power Of Inflation What's Going On (1)

Power of Inflation – What’s going on?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_66.mp3Podcast: Play in new window | DownloadJoin Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American lives for about 30 years. But just like everything financial, it is cyclical. So, what is going on with inflation in 2022? Find out […]

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Our Investment Philosophy

Our Investment Philosophy

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_27.mp3Podcast: Play in new window | DownloadDealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows the following principles when we make portfolio choices and evaluate the asset managers and model builders with whom we work. #1. Short-term market returns […]

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Cybersecurity Keeping Your Financial Information Safe

Cybersecurity: Keeping Your Financial Information Safe

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_18_1_.mp3Podcast: Play in new window | DownloadNick and Dave talk with Ian Richardson, owner of Doberman Technologies about personal and business cybersecurity practices that everyone should be doing. Ian has an extensive background in IT security and is licenses in Microsoft and Sysco systems. He started Doberman Technologies 15 years […]

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How Well Do You Know Your Financial Advisor

How Well Do You Know Your Financial Advisor?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_12.mp3Podcast: Play in new window | DownloadDon’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff was arrested in December 2008 when his sons revealed that his giant asset management firm was a Ponzi scheme. He had stolen an estimated […]

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Evaluate Your Portfolio While Markets Are Good

Evaluate Your Portfolio While Markets Are Good

On August 14, 2015, in his “Intelligent Investor” column for the  Wall Street Journal, Jason Zweig wrote about the need to “Reassess  Your Investments Before the Next Panic.” There is wisdom in his approach: most investors only take action when it is too late. They sell their investments after the […]

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What Do We Know Now That We Didn't Know Then

What do We Know Now That We Didn’t Know Then?

This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for a few months at a time. There are bits of data and global activities to worry about – a talking head on MSNBC talks about “valuations being extended,” and other […]

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Weather & Climate Are Like The Stock Market

Weather & Climate are Like the Stock Market

Late last month, my wife and I went out to Seattle so I could attend the Financial Planning Association’s annual national conference. We followed the event with three days of hiking in Olympic National Park. Every mid-westerner knows that Seattle is as famous for its rain as Michigan’s Keweenaw region […]

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