Category Archives: Financial Planning

Farewell Fiduciary?

(photo source: http://gurpshexagono.blogspot.com/2012/02/uma-nova-novidade.html) 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

Show Me the Money, or Not

The Woodward staff includes folks who bring together different financial planning perspectives.  In this post, Joe and Allison are going to provide us with different viewpoints on US Olympic swimmer Katie Ledecky and her recent decision to turn down a … Continue reading

Posted in Current Events, Education Planning, Events, Financial Planning, Uncategorized

California Dreaming: Aligning Spending with Values and Building Memories

As most blog readers and clients know, most of my and my wife’s family live in California. It’s important to us that our kids know their extended family, and while Facetime and video chats have been great, they can’t replace … Continue reading

Posted in Financial Planning | Tagged , ,