Have you ever thought to yourself “I knew that was going to happen” when it comes to your investments?

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

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?

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.

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.

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.