by Joe Clark | Sep 26, 2019 | Blog, Investments
The art of comparison creates many challenges for our personal and professional lives but especially our finances. The desire to keep up with the “Jones’” next door in the newest car, biggest house and best vacation hopefully fades as we age. Other aspects of...
by Joe Clark | Sep 12, 2019 | Blog, Investments, Life Happens, Tax Planning, Your Life After Work
King Solomon famously wrote, “It is the little foxes that spoil the vine.” In a secular moment, he might have written: “it is the little assets that spoil the estate plan.” More often than not, with careful examination, we uncover forgotten assets in a family’s...
by Joe Clark | Sep 5, 2019 | Blog, Investments
Business CEOs and their boards must make many decisions: Where do they invest in their business? Do they add new business models, buy competitors or dive deeper into their niche? What do they do with leftover profits? Amid all of these questions, a key consideration...
by Joe Clark | Aug 28, 2019 | Blog, Investments, Your Life After Work
Have you ever noticed when you buy a car that it seems many other drivers suddenly made the same choice? It is often known as the Badder-Meinhof phenomenon otherwise known as frequency illusion or recency illusion. When you buy a new car, it might be frustrating, but...
by Joe Clark | Aug 15, 2019 | Blog, Investments
Do as I say not as I do! There are two schools of thought on what to do with a large single payment regarding investing. The math clearly states you are better off to invest the lump sum rather than put in money over time. The key is your holding period or how long...
