Financial Planning

Table of Contents The BasicsNext LevelAdvanced Capital Allocation and InvestingMinimizing Taxes *Protecting Your Family and Your AssetsFrequently Asked Questions Dive deeper into select financial planning ...

People often seek out a financial advisor when important life events cause them to get serious about their finances. Whether approaching retirement, selling a business, ...

Ready to get serious about your finances, but don’t know how to find the right advisor? You're not alone. Here's a simple framework that cuts ...

A friend struggling as a DIY investor asked if my firm outperforms the S&P 500, which led to a conversation about how exactly advisors add ...

October is open enrollment time at work. Too many of us rush through our selections and default to last year's choices. That's a mistake. Your ...

You’re locked into a great mortgage. A refi from two years ago that was an amazing financial decision. You’re moving and you’d hate to lose ...

Debt helps build wealth. It’s also complicated since it means borrowing money and paying interest. Some people fear this, since debt can multiply your losses ...

In the real world, you uncover an opportunity, and then you compare other opportunities with that. And you only invest in the most attractive opportunities. ...

The debate is on. Will we have a recession, soft-landing, rolling recessions, or something else? Regardless, the economy has slowed down and pockets of it ...

A theme of the blog and Wealthy Behavior podcast lately has been warning you off the dangers of misinformation. Our Chief Investment Officer, Bob Weisse, ...