Periscope Newsletter and Blog

Saving for retirement or your child’s education is an ongoing debate many parents face throughout their lives, but it’s important to strike a balance between your own financial independence and funding your child’s near or long-term future. As children get older, the case for putting their education needs first is compelling—especially considering lifetime earnings potential...Read More

Boo. By some measures, equity markets set records for volatility in October. You may have heard in the background at a restaurant, or your club, or on a public speaker somewhere, the markets were crazy. They went up and down, on back to back days, and apparently within the day as well. But you’re not...Read More

What is important about money? Meir Statman says people want to avoid being poor and also want to be rich. Here is a chart summarizing research from the Kaiser Foundation. It lines up perfectly with my experience as I help a small number of successful families align their money with their meaning People most readily...Read More

“Keep your hands firmly on the data,” says Dr. Tom Howard, our chief equity investment manager. Well, the data keeps pouring in. Here is some research based on a survey released from the CFP® Board: CFP® professionals act as partners, navigators, and counselors to the consumers who work with them. Their customers describe them as...Read More

Just today, I read an article in the Wall Street Journal that reminded me of our speaker at last week’s lunch and learn, Dr. Howard. Today’s article is called“A Better Way to Think about Portfolio Rebalancing,” and nbsp;by Meir Statman. Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.” What could be...Read More

Our team is growing, so to speak!Please join us in congratulating Ashley and Dan Neumann on the birth of their little girl.Taylor Sue arrived yesterday at 3:15 pm.Congratulations to proud parents Ashley and Dan!Read More