Category Archives: Financial Planning

When is a dollar not a dollar?

Last year, I went to a holiday party where a magician performed tricks for small groups of guests during the cocktail hour. One of his tricks involved taking a crisp dollar bill from me, after I’d written my name on … Continue reading

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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