What is “Holistic” Financial Planning?

“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
A Run on the Banks

A Run on the Banks

For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget. The year some of the largest, most storied financial institutions in the world — think Lehman Brothers,...
Recession 2023

Recession 2023

As you probably know, there is a lot of uncertainty about our economy today.  Many economists have discussed the possibility of a recession in the near future, and given the volatility in the markets, many investors see the possibility, too. The argument for a...
Halloween & The Market

Halloween & The Market

As Halloween approaches, our thoughts turn to carving jack-o’-lanterns, trick-or-treating, haunted houses, festive costumes, and scary movies.  Halloween is the only holiday that has the ability to both delight and fright.  Costumed children gleefully celebrate their...
401(k) Freak Out

401(k) Freak Out

Recently, an acquaintance came to me with his most recent 401(k) statement.  He was, quite frankly, shocked by what he saw.  In his words, he was “Having a freakout about my 401(k).” He asked for help understanding what it was he was looking at…and why, exactly, his...
Tricky Recipe

Tricky Recipe

You’ve probably noticed the volatility wreaking havoc in the markets over the past few weeks. To understand what’s going on, let me tell you a story. Imagine you are inside a fancy restaurant, waiting for your meal to be prepared. While you wait, you can watch the...
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