by Joe Clark | Oct 24, 2019 | Blog, Investments
One of many benefits of being a speaker, radio host and columnist is access to great and unique thinkers. The 31 years in the financial planning profession has allowed me to discuss many concepts regarding your finances that I have agreed with, implemented and others...
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 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...
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...
