Feb
17

Net Worth and Fee Only Pricing: What You Need to Know

posted on February 17th 2017 in LA/OC CFP Team Posts with 0 Comments

A version of this article originally appeared in ThinkAdvisor magazine. This is a candid, extended version of the original article that takes a more in-depth view of net worth pricing and other pricing issues in wealth management. We recommend talking with your financial advisor to discuss the best pricing structure for your situation. As an […]

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Nov
09

Dewey Beats Truman!

posted on November 9th 2016 in Market Commentary with 0 Comments

Post by Christopher Van Slyke  In the biggest election upset since 1948, Donald Trump has won the presidency.  You are advised to prepare for a possible wild ride in the investment markets. It is helpful to remember that these potential market gyrations are almost always bad times to trade, and particularly to sell.  We have months […]

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Jan
21

Choosing a Financial Planner

posted on January 21st 2016 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Choosing a Financial Planner Last time you considered working with a financial planner and stepped back to evaluate your wealth, what did you look at? If you’re like most people, it probably included taking inventory on your savings and checking balances, your investment accounts, your expenses, and other things of monetary value. You’re not alone. […]

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Jan
07

Set Your Kids Up for Financial Success: The Fun Way to Teach Investments

posted on January 7th 2016 in Austin CFP Team Posts & Your Family with 0 Comments

Prepping your kids for a life of financial literacy and an understanding of investing (beyond the standard talk of allowances and savings accounts) is crucial to their financial stability and success in the long run. With the amount of resources on the market today, it’s literally never too early to start — and with your […]

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Dec
16

Fantasy sports & financial planning: Capitalizing on skill over luck

posted on December 16th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Fantasy sports & financial planning: Capitalizing on skill over luck   As of late, kick-off probably isn’t exactly the same for quite a few people around the US. Why? Because six states (and counting) have deemed daily fantasy sports illegal. Most recently, New York joined the mix after an onslaught of advertising popped up in […]

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Nov
17

Preserving Your True Wealth

posted on November 17th 2015 in Austin CFP Team Posts & Your Family with 0 Comments

Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]

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Aug
24

How to Read the Panicky Market

posted on August 24th 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They’re convinced that the market is going to go down before they can get out, and so they jump on any bad news that comes across their Bloomberg […]

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Apr
06

Why Some Uber Drivers Are Losing Money

posted on April 6th 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

As a Certified Financial Planner® professional, I’ve been talking with clients about cost depreciation for years. The concept can be a little difficult to grasp, but it’s perhaps most clear when discussing automobiles, new cars in particular. Surely you’ve heard that when you drive your new car off the lot, it’s already depreciated—and that’s true. […]

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