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Benchmarking Investment Returns & Flaw of Averages
Investing – Simple and Complex On paper, investing is simple - invest in a broad basket of stocks and over time you’re likely to achieve positive returns (historically speaking). Who hasn’t seen this chart before?
Source: Dimensional Fund Advisors
...
Key Considerations for Small Business Owners
Understanding Entity Structure Most small businesses are started by those that are particularly skilled and/or passionate about providing a service or product. For many, providing this service or product is the fun part of running a business. From technology consult...
5 Critical Questions Business Owners Must Answer Regarding Retirement Planning
If you’re like most business owners, you spend most of the day running your company—working with employees, customers, and trying to grow it. Then you might make time for family, friends, and maybe (hopefully!) some ...
Three commonalities of clients who are happy with their timeshares
Every couple of months I come across an article warning consumers of the perils of timeshares. Simply Google “Are timeshares worth it?,” and you will find dozens of articles and posts on the subject. Most of these ar...
An Overlooked Benefit: For Some, Social Security can Provide Down-market Protection
“…people always live forever when there is an annuity to be paid them,” or so says Fanny Dashwood, the step-daughter in Jane Austen’s Sense and Sensibility. She says this in persuading her husband against making ...
Three Ways to Value Your Business and Four Ways to Increase the Value
Whether it’s an employee of one of the many technology companies we have in Portland, a retiree, or an entrepreneur, they all want an answer to the same question: am I on track to achieve my financial goals? And like a...
Diversifying Your Company Stock: Strategies For Navigating The Benefits of Diversification VS. The Cost of Paying Taxes (Part 2)
This past weekend, I had the joy of watching the movie The Sandlot with my 7-year old daughter and 4-year old son. My joy came from my kids laughing at all the moments in the movie that I laughed at the first time I saw ...
Developing a Financial Best Effort [Introducing a Business Owner Financial Assessment]
In 1986 the Lost Angeles Lakers had what some were saying could be the best team in the history of basketball. They started the season hot, jumping out to a fantastic 29-5 record, but ultimately were eliminated in the pl...
10b5-1 Trading Plans Going Under the Hood
For busy corporate executives, managing personal finances with the rigors of a demanding job can be a lot to handle. But what happens when requirements from the corporate office directly impact the family finances? In this post we’ll go under the hood to uncover the b...
