Author Archives: Ben Birken

About Ben Birken

Follow me on Twitter: @WFA_Ben

Trust the Process, Part 2: Portfolio Rebalancing

In October 2017, we shared our process for when a client requests a cash distribution from their accounts. In this second post of the “Trust the Process” series, we’ll talk about the steps and decisions that go into portfolio rebalancing. … Continue reading

Posted in Financial Planning, Investing

Woodward Financial Advisors to Teach Retirement Planning Class: October/November, 2017

Woodward Financial Advisors will once again teach a retirement planning class on the UNC-Chapel Hill campus. Several clients and blog readers are graduates of this course, and reviews have been consistently positive. Our next course offering will be in October/November, 2017. … Continue reading

Posted in Uncategorized

Trust the Process

Over the last 4 years, the NBA’s Philadelphia 76ers have consistently lost in historic fashion. Strange as it might sound, this was intentional: the worst team each year has the highest odds of winning an early pick in the next … Continue reading

Posted in Financial Planning, Firm News | 1 Comment

Wednesday Morning, 3 AM: Estate Planning for the Little Things

A couple of nights before my kids and I left on a recent family visit to California, I woke up at 3 AM from a nightmare that involved a plane crash and thought, “If that plane goes down, my wife … Continue reading

Posted in Estate Planning | Tagged