Category Archives: Financial Planning

Paving the Way

During a recent snowstorm here in Chapel Hill, I was obliged to commute to work the old-fashioned way – by walking.  It was one of those storms where the roads weren’t an option due to snow and ice, and one … Continue reading

Posted in Financial Planning, Investing, Retirement Planning

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

Buyer’s Remorse – Financial Products Edition

We’ve all had that feeling after a relatively large purchase decision that maybe we should never have bought the product in the first place, right? Maybe we feel that it was pushed upon us, or that it’s overly complicated, or … Continue reading

Posted in Financial Planning, Investing, Retirement Planning, Taxes

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