Expectations

Great Expectations

In the ongoing process of supporting our client relationships, we often talk about “setting expectations.” We frame this in various ways, such as type and frequency of communications, timelines for responding to inquiries, paperwork, meeting schedules, etc. However, the most enjoyable and productive client relationships – and the happiest clients – seem to embody four

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Award

2015 P. Kemp Fain, Jr., Award

Since 1993, the Financial Planning Association (FPA) annually bestows the P. Kemp Fain, Jr. Award to an individual who upholds the FPA’s Core Values of competence, integrity, relationships, and stewardship, and has made remarkable contributions to the profession of financial planning in the areas of service to society, academia, government and professional activities. The award

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Greece

Good Grief, Greece!

What a great way to end a quarter – a global economic crisis?   Greece is once again the headline newsmaker.  Greece with a Gross Domestic Product (GDP) equivalent to the city of Detroit and a land area comparable in size to Ohio.   Last Friday, the Greek government rejected an offer from creditors to

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Father Knows Best

Father Knows Best

I have three children ranging in ages from 16 to 24 years old. In other words, two of my kids are legal adults! Whoa! How does that impact our daily lives and our financial plan? The relationship between parent and child is of fundamental importance to U.S. society, because it preserves the safety and provides

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Investing

Invest Like a Girl

While recently participating in a professional education conference, I attended a session on the subject of women and investing. Going into it, I expected a discussion around communication styles or financial planning needs that might be unique concerning female clients. However, I quickly realized that the speaker’s topic was actually around the research showing that

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SRI

Socially Responsible Investing

Sustainable, responsible, and impact investing (SRI), which is a discipline that avoids or favors certain investments for moral or ethical reasons, has become big business, with an increasingly wide range of options for investors. SRI consists of three main parts: screened investing, shareholder advocacy, and community investing. In the 1970’s, a new era was emerging

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