Wish Lists

Maggie Mayer Education Savings Planning, Estate Planning, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning, Uncategorized

It is the Christmas season and families are exchanging wish lists for Christmas. As a father of 11-year old twins, my view of Christmas lists has been evolving as my kids have been getting older. Gone are the days of Emily and I suggesting “appropriate” ideas that just happen to make it onto their lists each year. These were great experiences in expectation management. Now, they are more independent and less willing to listen to our advice.

Lessons on Behavioral Finance

Maggie Mayer Education Savings Planning, Estate Planning, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning, Uncategorized

In honor of Richard Thaler, the recent winner of the Nobel Memorial Prize in Economic Sciences, we thought a discussion on behavior finance would be timely and relevant. This field of study has provided great insight on how to better manage personal finances. We would be well served to understand some of his great insights into human behavior.

Life-Stage Estate Planning

Maggie Mayer Education Savings Planning, Estate Planning, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning, Uncategorized

We’ve written before how a little strategic long-term thinking is good for your financial health. Tying in your personal financial goals with the goals for your investment portfolio helps you to stay the course when the course gets rocky. As with investments, being strategic with your estate plan is another best practice we encourage for our clients.

Second Quarter Market Review 2017

Maggie Mayer Education Savings Planning, Estate Planning, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning, Uncategorized

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Countdown to Tax Deadline and Potential Tax Reform

Maggie Mayer Education Savings Planning, Estate Planning, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning

Most Americans have recently completed or are in the process of completing the annual chore of submitting their individual income tax returns to the appropriate government entities. No matter your current economic situation, many people find this a complicating and confusing process. By the time the returns are filed, exhaustion has most likely set in. It does not matter whether you are just collecting the information or actually preparing the returns, this can be a tiring experience.

Philosophy, Strategy and Discipline-Active View

Maggie Mayer Education Savings Planning, Estate Planning, Financial Planning, Portfolio Management, Retirement Planning, Tax Planning, Uncategorized

“Luck plays a big role. Athletes, poets and businesses get lucky. Hard work is critical, a good team is essential, brains and determination are invaluable but luck may decide the outcome.” Phil Knight, Shoe Dog: A Memoir by the Creator of Nike. An investment philosophy is a set of principles that guides all portfolio decisions.