Charting a Course for 2023
Investors had to navigate an environment full of twists and turns in 2022. After hitting a new all-time high in…
Year-End Review: How History Provides a Path Forward
As 2022 progressed, investors and consumers were treated to a steady stream of bad news, and the markets reacted in-kind,…
Freedom and Financial Planning
One of the great traps of the information age is the wealth of data at our fingertips. It stands to…
A Real Cool Hand
My favorite movie for many years was the 1967 Paul Newman classic Cool Hand Luke.* It’s a fairly straightforward tale…
Knowledge Is Power: The Great Wealth Transfer & Financial Education
In 1973, just shy of the 100th anniversary of his death, descendants of Cornelius (“the Commodore”) Vanderbilt gathered at Vanderbilt…
A Form that Accommodates the Mess: Financial Planning in an Age of Uncertainty
The idea that times past were simpler isn’t new. Modern life buzzes with confusion. The pace at which things change…
Cybersecurity: What Can You Do to Stay Protected?
Prior to the pandemic, the risks of cyber fraud and identity theft were already a significant worry for many. As…
Inflation Returns After a Long Hiatus
An old foe returned in the fall of 2021, one we had not seen in more than 30 years, as…
Here Be Dragons: The strange new world of bitcoin, SPACs, meme stocks, and more
The first chapter of the financial story during the pandemic focused on how quickly recovery took off, long before we…
Lessons from the Plague Year | Part II – At AFM
DEVELOP A PLAN, AND STICK TO IT A handful of us were working at AFM in our old office at…