Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.
What’s Your Fiscalosophy?
Monday, July 2, 2018Successful financial planning involves more than the balance in your portfolio. A strong financial plan represents what is important to you as an individual—in other words, your Fiscalosophy. Consider these two scenarios: Mark...
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Don’t Just Work for Money, Work for Meaning
Tuesday, June 26, 2018In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs (1). Imagine spending 40 hours a week doing meaningless work. It’s soul-sucking, but it...
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Boosting Investment Returns through Tax Efficient Investing
Tuesday, October 3, 2017Too often I meet investors who assume they earned a decent rate of return, only to discover their returns were actually much lower once they accounted for costs like management fees and transaction fees. Another cost...
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Equifax Data Breach - 5 Steps to Take Now
Wednesday, September 20, 2017Chances are, you are one of the 143 million Americans whose sensitive personal information was compromised in a data breach at Equifax, one of the three major credit reporting agencies. The data breach began in mid-May and was...
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Hurricanes and Investing
Thursday, September 14, 2017Days before Hurricane Irma ravaged the Caribbean and parts of Florida, speculations about Irma’s path flooded social media. I received an urgent text message from a friend. His neighbor received word from a...
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South Carolina's Pension Crisis and Active Management
Wednesday, April 26, 2017What happens when you hire an "expert" to pick winning stocks and to try and time the market? In South Carolina we might say, "a state pension crisis." In 1999, South Carolina pension plans were 99 percent funded...
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Preparing Financially for a Natural Disaster
Thursday, October 6, 2016With Hurricane Matthew looming off the coast, hopefully you've had a chance to prepare your home and your family in the event that we are affected. Most of the advice I see relates to health and safety: Stock up on water, buy...
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Brexit: What now?
Friday, June 24, 2016On Thursday, June 23, voters in the United Kingdom voted in favor of leaving the European Union. As a result, we could see increased levels of near-term market volatility. That may leave some investors wondering, What now? Download our...
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