Category Archives: Financial Planning

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 Taxes, Financial Planning, Investing, Retirement Planning

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

Farewell Fiduciary?

(photo source: On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

Posted in Financial Planning, Firm News, Retirement Planning | Tagged , ,

Knowledge Through Candy: Together, We Know More Than We Do Alone

How many times have you heard someone refer to “The Market” as if it was practically a sentient being, complete with its own goals, motivation and personality quirks? Obviously, that’s not the case. We know that rather than being its … Continue reading

Posted in Financial Planning, Investing