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.
Did I Miss You at the Gym This Morning?
February marks the death of most New Year’s resolutions. With an estimated 80% failure rate, is there a more effective way we can incorporate change this year?
Turkey Trot Millionaire
Running a Turkey Trot 5k with my five-year-old this year gave me reason to rethink the connection between physical and financial fitness. When it comes to financial fitness, are we focused on wealth-building alone, or do we also prioritize legacy-building?
Don’t Quit Coffee Cold Turkey
Financial gurus are quick to point out how much money we could save if we just quit buying some of our favorite things. Aside from being some of the most annoying financial advice you’ll hear, it’s not terribly effective either.
Midterm Elections And The Market
The scariest specter this time of year might just be the onslaught of apocalyptic political ads leading up to the 2022 midterm elections. If dire predictions on the market’s reaction to the election has you spooked, consider some past midterm results.
Benchmark-clearing Brawl
If the calendar year was a baseball game, we’d just about be at the 7th inning stretch. It’s easy to gauge your favorite team’s success so far this year, but are you equally confident in measuring financial success?
A World Of Investment Opportunity
The observation of Columbus Day often elicits controversy. What it teaches us about investing, though, is pretty clear. Discover how Columbus Day serves as an example of the impact values-based investing can make.