Foundations 3/3

Jun 18, 20203 min read

Financial Planning is All About Your Future Self

How do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to...

Jun 11, 20201 min read

An Investor's Manifesto: 20 Guiding principles for Investment Success

Kiplinger.com [From Bob's Library] Knight Kiplinger is the editor-in-chief and a columnist for Kiplinger’s Personal Finance, one of the...

May 29, 20202 min read

Get SMART: Tips for Effective Goal Setting

Regardless of which phase of the business life–cycle you're in, you can get SMART about setting goals to motivate yourself, move forward...

May 7, 20204 min read

Risk: A Story of Two Brothers

One of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...

Apr 27, 20203 min read

SPA: A Better Way To Budget

I am a huge fan of a budgeting methodology I call SPA. It stands for separate payment accounts. The idea behind SPA is to make budgeting...

Apr 22, 20203 min read

Maintaining a Healthy Credit Report

Your credit report is an accumulation of information about your bills and loans, your repayment history, your available credit, and your...