Recently, I met with a client who raised an excellent question—though indirectly—about how their investment portfolio has performed compared to the returns they see reported in the media every day. It’s a common concern, and frankly, it deserves a clear and logical...
Recently, I had a great conversation with Jan about working together on her family’s financial plan. After taking the Thanksgiving holiday to think things over, she agreed we were a good fit. But before we wrapped up, she said something that stood out: “I just want...
Last week we had the pleasure of meeting with Debbie, who is about three years away from retirement. Like many people approaching this milestone, she faces several interconnected planning needs that require thoughtful guidance. When we applied our complexity-based...
