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South Burlington, VT

Value Creation Blog

How To Avoid Really Big Investment Mistakes

investing_canvaIn the investment world there is a research firm named Dalbar.  They’ve done tons of research on what has come to be called “investor behavior.”  If you have an investment account, you’re the type of person Dalbar has researched.

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Topics: investment management, investing, investing research

Tips from CFP in Vermont: What Is Confirmation Bias and Why Should You Care?

sept_25Economist always wonder why investors aren’t rational about their investments.  They act as if the world is rational and humans make rational decisions.  If you pay any attention to people around you, you know this isn’t true.

One of the most dangerous activities you can do is what’s called confirmation bias.  This means that whatever has happened in the recent past will continue in the future.

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Topics: retirement planning, investment management, confirmation bias

Thinking of Investing: Start With A Financial Planner in Burlington VT

financial_planningI’m always amazed when people come and ask me to help them with investment management.  They almost always forget the first part of the equation.  The first step is having a financial plan in place.

Financial planning doesn’t give you a final answer.

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Topics: financial planning, investment management, creating value

The First Step In Investing Is Knowing What You Want

investIt’s just about impossible to not know that you should be putting money away.  You might want to save for retirement or you might need to have money put away for your child’s education.  You might even just need a rainy day fund to help you get through if an emergency should happen.

Different goals should have different strategies.

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Topics: investment management, goals, investing

Retirement Planning in Vermont: Are You Going To Retire At 65?

retirement planner vermontFor decades the normal retirement age was 65 years old.  It’s what we’ve traditionally used for social security and it’s when you become eligible for Medicare.  Both are signals that it’s time for you to think about retiring if not actually moving to retirement.

Retire to what?

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Topics: retirement planning, retirement, investment management

5 Ways To Help Yourself Save - Wealth Management in Burlington, VT

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Topics: retirement, investment management, welath management,

Learn To Manage Investment Losses - Investment Management

progressWe all love to watch our investments when we’re winning (meaning making money). We even act mostly rationally when we’re winning.

The problem comes in when we’re losing or not getting returns we think we should. This is when our behavior can cause us real problems.

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Topics: value creation, financial planning, wealth management, investment management, risk management

Our Clients Live In A Micro Economy

puzzle smallI’ve recently had the pleasure to meet Dick Wagoner, a sage in the financial planning industry.  Dick talks about clients living in a micro-economy but planners want to work with them in a macro sense.

I agree with this idea.  Our clients do live in a micro-economy.  When their investment accounts go down because of a bear market, they are often affected. 

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Topics: communication, financial planning, financial planning, Client Communication, Client Experience, investment management

3 Things You Should Know About Obama Care Tax Planning


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Topics: for business owners, financial planning, wealth management, investment management, tax planning

My Personal Take On Investment Management

Investment Management

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Topics: financial planning, financial independence planning, investment management

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