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Value Creation Blog

Josh Patrick

Recent Posts

Time Proven Methods To Wise Investment Decisions

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One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. A passively managed portfolio attempts to match that benchmark performance, and in the process, minimize expenses that can reduce an investor's net return.

Each camp has strong advocates who argue that the advantages of its approach outweigh those for the opposite side.

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Topics: Investment Planning, asset allocation


The Dangerous Truth About Goals

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I hate goals. Yea, I know we’re all supposed to love goals and be goal oriented for success. The truth is I did that game for years, and it never served me very well.

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Topics: transition planning, goals, goal mapping


3rd Quarter Overview From Our Partner Assetmark

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Every Quarter, Jerry Chafkin the Chief Investment Officer of our partner at Assetmark writes an excellent re-cap of what happened in the markets over the past quarter. This quarter is no different.

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Topics: wealth management, Investments, market overview


Introducing The Financial Freedom Project

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I often go to financial planning conferences, and the topic of planning for business owners comes up. When I listen to the solutions and methodology I see presented for business owners I often cringe.

You see, planning for a private business owner is not like planning for someone who works for IBM. It's much simpler planning for someone who is an employee versus someone like you who's an employer.

For the past several years I've been focusing on planning for business owners that works and provides a roadmap to financial freedom. 

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Topics: retirement planning, financial planning, retirement planning for business owners, financial freedom project


The Truth Is Appreciative Inquiry Will Make Your Life Better

Today's Facebook Live presentation is with Ed Jacobson where we talk about appreciative inquiry and positive psychology.

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Topics: wealth management video, positive psychology, the good life, appreciative inquiry,


Introducing Your Willing Wisdom Opportunity

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Here's some statistics that are a little sad.

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Topics: estate planning, wealth management, willing wisdom


Are You Struggling With Retirement? - Video

Today's post is a video.  It's about retirement and whether the thought of retirement is causing you some problems. The truth is that for most people the answer woiuld be yes.

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Topics: retirement, valuation for wealth management firms, retirement remorse


4 Secrets To Retiring Earlier In Life

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This is a guest post from Steven McMeechan from Capstone Financial Planning in Australia.

Retirement is the dream of almost everyone in the developed world. No one wants to keep working longer than necessary. Even people who love their jobs or work for themselves want the financial freedom to sustain themselves without a consistent paycheck – to decide when, where, and how they’re going to work. Here are some tips to achieve that level of freedom, and to help you retire earlier if you so choose 

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Topics: retirement planning, Saving for retirement


Some Second Quarter Commentary On The Markets

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Our partner, Assetmark produces some really good stuff.  I thought you might be interested in some information theuy've put out about the second quarter and what's going on in the markets.

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Topics: investing


4 Random Thoughts About Your Wealth

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You may have noticed that the stock market has been doing pretty well since Donald Trump was elected President.  Whether you like him or not, that is a fact.

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Topics: wealth management, jobs, opiooid crisis


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