What does financial planning mean to you? For most it is a periodic visit from a pushy life insurance salesman who never knows when to leave or an occasional visit from a relative, friend or classmate who seems to get out of the business as quickly as he got in. How has that worked out (Continued)
Blogger’s Note: This article was originally written in September 2009 as an email to clients. Here are a few excerpts from an article in this month’s Financial Planning magazine entitled: Better Than Nothing: Clients are piling up cash for both anticipated spending needs and future opportunities. But where do you put it? In the country (Continued)
Blogger’s note: Amended version of an email sent to clients in March, 2009. I came across this interesting statement in one of the most successful investment newsletters of the past 25 years: “Prudent investors keep a minimum of the next couple of year’s worth of living expenses out of the market.” Really!?! Other than from The (Continued)