Why an Investment Policy Statement is your Best Financial Ally
Investment Policy Statements A Must-Have for DIY Investors ONE of the 7 key components of your financial plan is your investment portfolio. (If you’re wondering, the other components are goal setting, cash flow, tax, risk management, estate and business integration.) Today, we’ll dive into two crucial concepts that can significantly impact your financial future […]
Goal Setting: Don’t Think Perfection, Think Intention
Goal Setting: The “Why” Will Direct the “What” and “How” One of the biggest ironies when it comes to goal setting for financial planning is that most people do not set goals because they have a fear of failure, yet studies show that people who simply write down their goals are more likely to achieve […]
Should You DIY Your Financial Planning?
My TED Talk on DIY Financial Planning Can a DIY Investor Really do Proper Financial Planning? I was recently asked to speak on whether I thought a person could create an effective Do-It-Yourself (DIY) financial plan or is it necessary to hire a professional to help in this important area of their lives. I welcomed […]
2023 Recap and 2024 Outlook
2023 Year in Review “Looking forward all that I can see Is good things happening to you and me…” From Looking Forward Crosby, Stills, Nash & Young As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to […]