Monthly Archives

March 2013
Posted By: CFP&WM On: Mar 29th, 2017 In: Money Matters Comments: 0

Comparing Traditional to Evidence-Based Investing

Evidence-based investing integrates a similar methodology as the more widely known evidence-based medicine, which incorporates broadly accepted research with sound design to optimize the decision-making thought process for the best outcome for the patient. The Centre for Evidence-Based Medicine at Oxford in the United Kingdom has high praise for the process, noting that, “Evidence-Based Medicine is the conscientious, explicit, and …

Posted By: CFP&WM On: Mar 15th, 2016 In: Money Matters Comments: 0

7 Ways To Have The Most Successful Retirement

With the recent stock market returns, low interest rates, people living longer, uncertainty about social security and increasing medical costs, having a successful retirement is a concern of the vast majority of Americans.

The issue: What can be done to make one’s future retirement better? Below are some general areas that should be addressed. The sooner one makes decisions in …

Posted By: CFP&WM On: Mar 14th, 2016 In: Money Matters Comments: 0

10 Keys to Proper Estate Planning

*Published on Nerdwallet

Estate planning is the process of determining what happens to you and your property when you can no longer make decisions because of incapacity or death.

Without a plan, an already difficult situation for your loved ones can be even worse. Not having a plan can delay your medical care if you become incapacitated and make it …

Posted By: CFP&WM On: Mar 7th, 2016 In: Money Matters Comments: 0

Why I Fired the Bank of America after 44 years

In the 70’s. while attending college in California, I was awarded a $2,000 scholarship from the Bank of America after I placed first in a debate in the field of science. That made me a BoA customer for life, or so I thought. In fact, I was a committed customer for years; first in Sacramento and in Santa Rosa, later …

Posted By: CFP&WM On: Mar 2nd, 2016 In: Money Matters Comments: 0

Searching for Financial Advisors Online: What You Should Know

When you’ve realized it’s time to get some professional help from the financial services industry, you’ll probably start with a Google search. You might enter phrases like “financial planner,” “financial advisor,” “investment advisor” or “wealth manager,” plus the name of your city, in hopes of finding the right person to guide your financial life. Unfortunately, these terms can be used …

Posted By: CFP&WM On: Mar 1st, 2016 In: Money Matters Comments: 0

Evidence-Based Investing: The Better Way to Invest

Evidence-Based Investing (“EBI”) is not a topic that is well known to many investors. And of those who have heard of it, only a few understand it.

EBI is patterned along the lines of Evidence-Based Medicine, which is designed to optimize decision-making for patient care. Stressing the use of evidence from well-designed and accepted research has shown to …

Posted By: CFP&WM On: Mar 27th, 2013 In: Financial planning Investing Money Matters

Have What It Takes To Invest On Your Own? Part 2

Figuring out how much help you need with your investments can be difficult but here’s some guidance to get you started.

In the first article we listed the important tasks for successful investing. A check list was provided to help aide you in determining which task you were able to do yourself and identify which areas you might need some …

Posted By: CFP&WM On: Mar 20th, 2013 In: Investing Money Matters

Have What It Takes To Invest On Your Own? Here’s A Checklist To Help You Decide

The whole purpose of investing is to fund your future goals. If you invest successfully, you will be in a better position to obtain your financial goals and fulfill your life’s dreams.

On the other hand, if you don’t invest successfully, life might not be quite so pleasant. While it’s a bit tedious, the sooner you complete certain prerequisite tasks …

Posted By: CFP&WM On: Mar 28th, 2011 In: Money Matters

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Posted By: CFP&WM On: Mar 19th, 2010 In: In the news Money Matters

Fundamentals of Financial Planning for the Over-50 Crowd

Senior Spectrum – February 23, 2010

The field of financial planning is relatively new and has existed for just the past generation. As a result there’s many uncertainties, mysteries and confusion about what it is, where’s the best place to go for it and why financial planning is important.

Financial planning is not an event but rather the process. Financial …