Our investors continue to gain on inflation! During the third quarter of 2017 our investors’ portfolios have increased in value by an average of 4.12%. The annualized return for our investors during the past 5 years has been +5.31%. The precise rate of inflation during the past 5 years is not yet known, but a good estimate would be about… Read more →
Tag: Financial Planning
The Financial Planning Process is… a process.
It is not a product, not a package solution, but a process. A process which can lead to the accomplishment of financial and life goals. At its core is the idea that you should begin by determining what is important to you. You will be in a position to make the best use of your assets only after you have come to… Read more →
About retirement…
The term I prefer is “financial independence.” And the question is, “What does it take to be financially independent?” It takes income. Income which is sufficient to meet required outflows, and which is not dependent upon continued employment. Please note that the attainment of some arbitrary age, such as 65, is not what is required. Some folks are financially independent… Read more →