Why Market Timing Doesn’t Work
People often ask us if they should sell their stock investments and “wait until the market is better.” Market timing
Financial Documents an 18 Year Old Needs
Join us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special
What is Monte Carlo Analysis?
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from
What is an I Bond?
An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest
The Psychology of Money Recap
Have you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they
Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
Improving Your Relationship With Money
How would you describe your relationship with money? Money can’t buy you love. It’s as clichĂ© as a clichĂ© can be,
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