The Importance of Goal Setting as it Relates to your Portfolio
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the most
by Michael Branham, CFP® While not the only (or even most important) aspect of a financial planner’s value proposition, portfolio management services may be the most
by Dr. William “Marty” Martin Life’s surprises catch us at the best of times and the worst of times. Reflect back a few years ago at
by Dr. William “Marty” Martin The scientific research is clear that chronic stress has a cumulative and deleterious effect on how we function over time. As
by Dr. William “Marty” Martin ‘‘What is important in market fluctuations are not the events themselves, but the human reactions to those events.’’ Bernard Baruch Nobody
The first time I meet with a new or prospective client, they say at some point in the meeting that they’re not where they thought they
[This post is part of the Financial Rules of Thumb series. Check out the rest here!] Today’s rule of thumb is: “100 minus your age equals the allocation you
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