As investors, we want to have our cake and eat it, too: we ideally only want gains and would like to avoid all decreases in value. How great it would be to have a portfolio that could simultaneously accomplish both things? Sadly, we know that’s impossible. A better tactic would be to spend some time trying to find our own personal FOMO-JOMO nexus point.

You’re never too old to share what you did over the summer, be it a trip to a dude ranch, international travel, taking your first-born on college visits, or welcoming new members into your family (both humans and animals). While we usually write about financial planning and investment-related topics, we thought it would be fun to share a little bit about what we were all up to outside of the office. Read on to learn about our 2019 summer adventures!

Until Hurricanes Florence and Michael last year, my family hadn’t truly experienced huge and destructive storms. As we approach the one-year anniversaries of both storms – and as we keep those impacted by this year’s Hurricane Dorian in our thoughts – it’s helpful to think about any potential lessons or insights we can take from our storm experience and apply to our financial lives.

Umbrella (or Personal Liability) insurance is a term that is brought up often in the financial planning world. But what is it, exactly? And why is umbrella protection an important piece of someone’s financial puzzle?

Descriptions of the long-term behavior of the stock market can seem a lot like shampoo instructions: the market goes up, followed by a drop, then it goes back up again. Wash, rinse, repeat.

I’ve come to understand that in the newfangled parlance, people are now making New Year’s intentions rather than resolutions. The distinction is lost on me, but in a nod to the modern age, I’ve put together my 2019 New Year’s intentions.