#FPC: New Advisors: Stop Doing These Two Things.
The higher stocks ride a glide path of zero volatility, the greater the risks for investors and their financial partners to fall victim to overconfidence. After all, we are human; when it comes to money and emotions our brains are no smarter than a lizard's.
FPC: Do You Have A “Financial Vulnerability” Cushion?
Financial planning corner is a weekly topic on everything related to Financial planning. From maximizing social security, doing the right things for Medicare, and how to pay less in taxes today and in retirement.
Rosso’s 2020 Reading List – Part II
“A reader lives a thousand lives before he dies… The man who never reads lives only one.” – George R.R. Martin. I’m not sure what I would do without books. On weekends, I can be found in antique stores searching […]
FPC: All The Numbers You Need To Know For 2020
REGISTER NOW for our most popular workshop: THE RIGHT LANE RETIREMENT CLASS The Westin Austin at the Domain- 11301 Domain Drive, Austin, TX 78758 February 8th from 9-11am. Hopefully you’ve had some time to reflect and grade yourself on your […]
Investing Versus Speculating
Value investors understand that compounding wealth depends on avoiding large losses. These terms and their proper definitions serve as a rock-solid foundation for sound reasoning and analytical rigor of market forces, central bank policies, and geopolitical dynamics that influence global liquidity, asset prices, and valuations. They enable critical foresight.
Financial Planning Corner: A Change To RMD’s For Post-49’ers
Happy New Year from RIA Advisors Planning Corner! As we wind down the holiday season our focus begins to shift back toward wealth and health. This financial industry and retirees have been trying to figure out what the passage of […]