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Business Operations
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Intergenerational Planning: Time to Start Planting Seeds
It takes the average recipient of an inheritance 19 days until they buy a new car.¹ Over the past several years, some of our clients have participated in client advisory boards in which they tell us what they want and what keeps them awake at night. One of the biggest challenges is bringing up finances…
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Harold Evensky’s 2 Investing Strategies That Can Help Clients Now
Harold Evensky, 80, long saluted as “The Dean of Financial Planning,” created at least two well-known and widely adopted investing strategies.
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Do you really need that individual stock?
Individual stocks end up in portfolios for various reasons—possibly some speculation along the way, maybe inherited from a family member and kept for sentimental reasons, purchased many years ago and now with a cost basis so low that selling the stock would incur high taxes, or through acquisition of company stock options. We don’t recommend…
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Pascal’s Wager: The 0.1 Percent Risk
Playing Russian roulette with a thousand-chamber gun might not seem so risky until you consider the consequence of that 0.1 percent risk. I’ve been working with Linda, my client, for the last hour, entering data into MoneyGuide, our planning program. We’re now discussing the plan’s time horizon—how long her nest egg needs to last so…
