Archive for September, 2013

Money Matters

For many of us, money seems like a grown-up topic that we can put off until our kids are, well, grown-ups. When they see parents arguing about money, parents tell them it isn’t a big deal. When they ask for something, parents try to get it for them—without mentioning how much it will cost.  It’s easy […]

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Financial Considerations for 2014

  • by April Harper on Sep 19, 2013
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What changes should we consider making for next year? 2014 is really not too far away. Fall is the time of year when the financially savvy start to look for ways to reduce their taxes and make year-end moves in pursuit of key financial objectives. What might the big picture hold? Absent a crystal ball, […]

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Cash Flow Management

An underappreciated fundamental in financial planning. You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to cash flow today. Management of […]

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7 PRINCIPLES OF LONG-TERM INVESTING

  • by April Harper on Sep 05, 2013
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Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their investing strategy. Through years of experience, we have observed the effects of fear, greed, lack of discipline, […]

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