Posts by madwire
Proper Planning Prevents Poor Performance
It would be hard not to be concerned about the impact of the recent pullback in the market. During these times, I recommend focusing on the 5Ps: Proper Planning Prevents Poor Performance. This phrase has always stuck with me because it relates to so many activities, including investing. Most people I speak with do not consider themselves…
Read MoreQuarterly Market Review – 2015 Fourth Quarter
Quarterly Market Review 2015 Fourth Quarter – CFP
Read MoreHow to Make Financial Decisions with Your Partner
Do you ever feel as though you’re not communicating well with your partner? Do you wonder whether they heard what you said? Whether they understood a point you made? Maybe even whether you’re speaking a different language? Most everyone feels this way at some time or other. I know I do. For example, my wife…
Read MoreHow to Teach Your Kids About Taxes on Halloween
The Dad Tax or Mom Tax noun The act of protecting your children by inspecting their candy and taking a third for your troubles. Have a safe and Happy Halloween!
Read More“Of course we should stick to our plan . . . But maybe, . . . ?”
Last quarter the markets took us on a wild ride. Even the ears of investors who don’t follow financial news perk up when the DOW plummets 1,000 points in a matter of hours. Although a drop like this may grab your attention and flood your brain with doubt, you also realize that we have lived…
Read More7 Financial Planning Steps To Review Before the End of the Year
Markets by nature are uncertain, whereas certain planning steps are pretty well defined. The hard part is implementing these steps. With kids’ sports in full session and the holidays approaching, the end of the year creeps up on us. With that in mind, here are seven critical steps we will review before the end of…
Read MoreCFP In The News
I had the privilege to be on Sirius XM Business Radio powered by Wharton Business School with professor Kent Smetters. We fielded calls from listeners. Kent is the Interim Faculty Director of the Penn Wharton Public Policy Initiative. Your Money Sirius XM Radio
Read MoreWhat I Am Reading
Keeping Things Simple and Tuning out Folly (Farnam Street) To Get a Job in Your 50s, Maintain Friendships in Your 40s (New York Times) Beneath Chicago’s Gloss (City Journal) The Middle-Class Squeeze (Wall Street Journal) Pete Sampras Letter to My Younger Self (The Players Tribune) Poor People Are Getting Terrible Investment Advice (Quartz) Tax Planning…
Read MoreQuarterly Market Review – 2015 Third Quarter
Quarterly Market Review – 2015 Q3
Read MoreAmazing Tips to a Better Golf Game and Retirement from Tiger Woods’s Coach
You probably know Hank Haney for his work on the golf course – namely, coaching Tiger Woods during arguably Woods’s most successful stretch as a professional. Haney’s golf expertise is featured in numerous magazines, several books, and even a personal television series. Were you also aware that one of Haney’s lesser known acumens is retirement…
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