Financial Advisory in the Information Age (1Q22 Quarterly Newsletter)
Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.
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Dec 15, 20216 min read
Brain Game: Some Thoughts on Behavioral Finance and Investing (4Q21 Mid-Quarter Newsletter)
December 15, 2021 Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a...
Oct 26, 20219 min read
The Four Rules of Long-Held Assets (4Q21 Quarterly Newsletter)
October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable...
Sep 16, 20216 min read
What’s in a Name? (Mid-3Q21 Quarterly Newsletter)
September 15, 2021 Tyler Hewes, CFP® “What’s in a name? that which we call a rose By any other name would smell as sweet;” Romeo &...
Jul 23, 202111 min read
Home Ownership & Tax Policy: Capital Inequity & One Consequence (3Q21 Quarterly Newsletter)
July 15, 2021 I have thought long and hard about whether to write on the subject of income inequality. It is not that the data itself is...
Jun 15, 20216 min read
The Naming Game (Mid-2Q21 Quarterly Newsletter)
June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...
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