When is the last time you set goals for yourself?
Author: Charles Kedra
Balanced & Analytical
Milton Friedman, Art Laffer and other market-believing economists had their long day in the sun during the 1980s and 1990s. Tax rates fell and government spending declined relative to GDP. But – ironically, in the long run, and long after he passed away – John Maynard Keynes got his revenge. Whereas free-marketeers believed markets were… Continue reading Balanced & Analytical
What is “Holistic” Planning?
Some financial planners use the term “holistic planning”. It’s meant to indicate that they consider the client’s short-term and long-term life goals and how the client visualizes their future. Holistic Wealth Planning is continuous and considers multiple aspects of a client’s life objectives. The Valuation Reality Gap Only one of those aspects is ownership of… Continue reading What is “Holistic” Planning?
Symptoms or Causes
In spite of severe polarization on so many issues, there is at least one thing that most Americans agree on across the entire political spectrum. That is: At some point in the past sixty years, or so, something major went wrong with the US economy and it is still causing problems today. What are those… Continue reading Symptoms or Causes
6 Tools for Initiating and Sustaining Success
I have found some valuable things that propel me and others toward their own definitions of success. 1. Clarify Your Goals We often don’t spend enough time thinking about what we’re trying to accomplish and where we hope it will take us. We trail along with the crowd and follow the same playbook that everyone… Continue reading 6 Tools for Initiating and Sustaining Success
FPA Owner Transitions 