by Joe Clark | Oct 24, 2019 | Blog, Investments, Life Happens
This year I introduced my family to the Enneagram. The last 52 years of life seems to have come to pass without a moments recognition of this wonderful tool. The Enneagram is believed to be a 2,000 year old tool that explains from a personality perspective who we are...
by Joe Clark | Oct 24, 2019 | Blog, Investments, Legacy Planning, Life Happens
How often have you sat in the doctor’s office with an ailment that you don’t mention? Going to the doctor and not telling the truth is not only counterproductive but can be quite dangerous. The same is true with your financial advisor — many aspects of the financial...
by Joe Clark | Oct 24, 2019 | Blog, Tax Planning
Diversification is commonly thought of as owning different investments. There is also the notion of not having all your money in one place or investment account. Diversification even occurs in alternating exercises or eating different food types. The concept has...
by Joe Clark | Oct 24, 2019 | Blog, Your Life After Work
Who doesn’t want to retire? More people than you may think including myself. The rational and reasons for continuing to work comes from the obvious “I love what I do” to “What would I do?” Our experience would suggest there is also a large contingency that is simply...
by Joe Clark | Oct 4, 2019 | Investments
Our educational system was founded on the notion that more information leads to better decision making. Perhaps at some point, this was true, but today I would beg to differ. That theory came from a time when our information was delivered by primarily three news...
