Savings Rates
A newer advisor on a financial planning message board wanted to know (spelling/grammar/punctuation corrected): As an aspiring financial planner, I am curious to know: in your professional experience as...
View ArticleSummer Ruminations
My latest quarterly ramblings to my Financial Professionals list are out: Financial Professionals Summer 2023 The post Summer Ruminations appeared first on Financial Architects.
View ArticleBucket Strategies, etc.
A fellow advisor wrote in a professional online forum last year, “[I]n rocky times I turn off dividend reinvestment and let the cash build so if they need money from me, we don’t have to sell...
View ArticleForecasting
I read an excellent post last year, There will Always Be Sorcerers. I have written on forecasts before, here for example, and at that link, I included some good quotes on planning and prognosticating....
View ArticleFall Ruminations
My latest quarterly ramblings to my Financial Professionals list are out: Financial Professionals Fall 2023 The post Fall Ruminations appeared first on Financial Architects.
View ArticleOther Risk Reduction
I’ve written about portfolio risks, insurable risks, silly risks, etc., but I thought I’d spend a few minutes here on a few other things you can do to reduce other types of risk. Here are a few things...
View ArticleTime Diversification, Part II
I touched on this previously, but I want to address it again. There is widespread belief in what is sometimes called “time diversification.” The question is really: is there mean reversion in the...
View ArticleWinter Ruminations
My latest quarterly ramblings to my Financial Professionals list are out: Financial Professionals Winter 2023 The post Winter Ruminations appeared first on Financial Architects.
View ArticleBeing Helpful
A while back I was thinking about advice for younger professionals so I read a few networking books. (I thought I had read them a long time ago, but apparently I picked up the essence without ever...
View ArticleInvestment Rules
A while back the topic of “Investment Rules” came up in an email exchange, and I wrote a quick list of mine. These are just my simple, and perhaps arbitrary, rules. I’m mostly trying, as Charlie Munger...
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