06 May 2016

Posted at 14:13h in The Friday Brief by
ProcessAlmost universally, people describe their financial program in terms of affinity and trust for their advisor. It’s only natural that relational ties would play such a central role in one of our most intimate relationships. But are trust and affinity enough? Are these feelings sufficient foundation for the confidence we place in these individuals and their companies for one of the most important roles of our lives?

21 Nov 2014

Posted at 14:36h in The Friday Brief by
If you could be assured of confidently reaching or exceeding every financial goal you value while living a lifestyle that demands as little personal sacrifice as possible, would you be interested? Your immediate response was probably 'of course I would.' Who wouldn't right? But while everyone wants to reach their ideal aspirations, few behave in ways that are likely to get them there.

11 Nov 2005

Posted at 16:18h in The Friday Brief by
November 11, is the anniversary of the Armistice which was signed in theForest of Compiegne, in Île-de-France by the Allies and the Germans in 1918, ending the four-year conflict of World War I.  The War officially ended on June 28, 1919, with the signing of the Treaty of Versailles, but the actual fighting between the Allies and the Germans ended seven months earlier with an armistice, which went into effect on the eleventh hour of the eleventh day of the eleventh month in 1918.  In November of 1919, President Woodrow Wilson issued his Armistice Day proclamation.