Blog tagged as Investing

Financial Gurus and Other Fantastic Creatures

01/11/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Financial Gurus and Other Fantastic Creatures
In his Berkshire Hathaway 2017 Shareholders Letter, Warren Buffett described his take on investment “experts” when he wrote: “Performance comes, performance goes. Fees never falter.” Instead, Buffett suggests, “Seizing the opportunities ...

Understanding Sequence Risk

01/10/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding Sequence Risk
There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk.

Ignoring the Siren Song of Daily Market Pricing

01/08/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Ignoring the Siren Song of Daily Market Pricing
What causes market prices to change? It begins with the never-ending stream of news informing us of the good, bad, and ugly events that are forever taking place.

You, the Market, and the Prices You Pay

01/07/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
You, the Market, and the Prices You Pay
When it comes to investing (or anything in life worth doing well) it helps to know what you’re facing. In this case, that’s “the market.”

Escient Financial's Evidence-Based Investment Insights

01/06/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Escient Financial's Evidence-Based Investment Insights
Are you ready to become a better investor – to enhance your understanding of the most important principles that drive the creation of wealth – without it hurting a bit? That’s what Evidence-Based Investment Insights is all about.

What is Evidence-Based Investing?

01/05/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is Evidence-Based Investing?
There’s something to be said for simplicity – especially the kind that takes powerful solutions and strips them to their applicable essence.

An Overview of Escient Financial's Investment Strategy

01/04/2021 02:40 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
An Overview of Escient Financial's Investment Strategy
In your and your family’s financial flight, your investments are the trade winds beneath your wings. How you invest can speed you toward your desired destination … or knock you into a tail-spin.

9 Money Mistakes Millennials Should Avoid

09/14/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
9 Money Mistakes Millennials Should Avoid
Many millennial households are on their way to building substantial wealth. They’re saving 20% or more of their paychecks, investing in 401(k) accounts, and keeping their debt levels low. But others, even those with good educations and solid careers, are making financial mistakes.

Signs You Need A Financial Planner

08/31/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Signs You Need A Financial Planner
Solid and respectable planners let you know if they can’t help you and refer you to a professional who can. If you have no idea if you’re on track for retirement and don’t know how to find out, a financial planner could help gauge your progress and build a plan that will help you stay on track.
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