Basis Points
Basis points (bps) – or “bips” – is financial jargon advisors love to toss around. It’s often used to define the fees investors pay advisors. It’s only appropriate, then, that a blog meant to communicate the basis for our financial planning and investment philosophy also serve as a way to give Basis Points back to investors.
A Christmas (Giving) Story
December is National Giving Month. With so much consumer marketing, how can we turn our focus to generous, tax-efficient charitable giving? Read about three unique gifting strategies in today’s blog.
Concrete Gardens
Have you ever been tempted to turn your finances into a concrete garden? Jogging past a house in my neighborhood recently made me think about how this oddity naturally rears its head with investments.
Time Is Money
The world of alternative investments is as fascinating as it is diverse. One popular alternative investment is the collectible category of high-end watches. Originally written for the Horological Times, this post looks at how investors should view these real assets and provides some keys to successfully investing in them.
Quilting Diversity
Patchwork quilts may not be for everyone, but investment diversity certainly is. Read what the market asset (quilt) chart tells us about the importance of investment diversity.
Compound Interest
Compound interest has been called the “eighth wonder of the world.” This Valentine’s Day you have the opportunity to access an even greater compound interest.
Groundhog Day Investing
Do you fall into the trap of Groundhog Day investing? Learn three ways to avoid the cycle of chasing “hot” investments, selling low and over-concentration in a single market sector.