How to Discover Your Financial Strategy
[vc_row][vc_column][vc_column_text] If you’ve ever played chess before, you know that viewing the entire chessboard is the best way to establish your strategy. Not factoring in one section of the board means you may be vulnerable but not even know it. Similarly, one of the most important steps you take when setting up a financial strategy […]
So What’s the Plan?
Some time ago, I had a meeting with a couple in their fifties that owned their own construction business—I’ll call them the “Builders.” They hadn’t yet decided to work with FPC, but they wanted to see if we could help. On paper, the Builder family looked great. Business was going well. They had more than […]
How an Election Year Affects Your Investment Strategy
Let me know if this sounds familiar: Your Facebook News Feed has blown up with messages like “The sky is falling! If my chosen candidate doesn’t win, the markets are doomed, and so are my investments!” Elections tend to bring out the more emotional sides of our personalities. A presidential election year especially can cause […]
FPC Views on the Brexit
June 24, 2016 SUBJECT: Britain Votes to Leave European Union To our clients: Yesterday, Britain voted to leave the EU (Brexit). There is a lot of news and commentary out there, so we felt it prudent to send out an executive summary on our thoughts and how it relates to your portfolios. It is known that […]
Qualities to Look for in a Financial Advisor
Recently, my wife Panoo and I updated our estate plan, which we do every year. I had a notary come to the office: a pleasant woman who was excited we were updating our estate plan.