Insights

Firm Blog

Firm Blog

Our blog contains information that we believe will explain financial planning in a simple and informative way. 

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The Anatomy of Investor Returns

The Anatomy of Investor Returns

Find out why our worst enemy to reaching our financial goals is ourselves. 

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Retirement

Retirement

We help you answer two questions regarding retirement: Do you know exactly how much money it is going to take for you to retire comfortably? And to remain comfortably retired?

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Estate

Estate

A component of financial planning is effective estate management.  Having an estate strategy enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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The Book: Unpack Your Financial Baggage

The Book: Unpack Your Financial Baggage

Financial baggage comes in many forms and influences.  In this book, readers will learn how to unpack their financial baggage after reading Lou’s Anatomy of Investor Returns Theory, the basics of financial planning, and why money is not defined as units of currency but by purchasing power.

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2021 Midyear Review & Outlook

2021 Midyear Review & Outlook

My midyear report to you is, as always, divided into two parts. First is a brief recap of our shared investment philosophy; second is my perspective on the current situation.

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The Podcast: Unpack Your Financial Baggage

The Podcast: Unpack Your Financial Baggage

DBusiness editor RJ King and Lou Melone, CFP® discuss the fundamentals of behavioral investing in episode one.

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