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Random Musings

from the mind of a CFP

Spend Less by Spending More Thumbnail

Spend Less by Spending More

I have been sharing with you the best things I have spent money on over the last few years now. This year, I was reminded why you buy the best products you can...after replacing 5 blenders. By buying the best quality products for the best price, you increase the chances that you will only buy something once and use it for a very long time.

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The Only Benchmark that Matters Thumbnail

The Only Benchmark that Matters

Investment benchmarks are pretty much useless unless you are invested in an index fund. There has only ever been one combination of you, your money, your objectives, and your strategy. Let's create a benchmark that reflects that.

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Man Vs Machine - 3 Year Check-In Thumbnail

Man Vs Machine - 3 Year Check-In

3 years ago, I brought on a new client and asked them to help me with a little experiment. At the time, Robo-Advisors were all the rage and I wanted to see how they measured up to Professional Financial Advice (ie ME).

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