Objective Advice You Can Trust
Simplicity – Quotes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…
3 Portfolio Checkup Traps to Avoid
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on…
Financial Planning: Rules of Thumb
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The expression “rule of thumb” is believed to have derived from carpenters of generations past who used their thumbs to…
Investment Strategy…using an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Financial Advice…on an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Maximizing After-Tax Investment Returns through Asset Location
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…