“The intelligent investor must focus not just on getting the analysis right. You must also ensure against loss if your analysis turns out to be wrong – as even the best analyses will be at least some of the time. The probability of making at least one mistake at some point in your investing lifetime [...]
Archive for June, 2011
The “Margin of Safety”* Concept Applied to Financial Planning
Posted in Financial Planning, tagged buffer, foreclosures, liability, margin of safety, mortgage, valuation on June 14, 2011 | Leave a Comment »
Is OSU a Buy, Sell or Hold?
Posted in Investments, tagged investors, OSU, stock picking, stocks on June 13, 2011 | 3 Comments »
My alma matter has been a frequent story in the news lately. The coach has resigned and the top player won’t be coming back. So naturally what I’ve been wondering is if the program is a bargain buy yet? Granted, it’s had some major setbacks. But, it has a great history. There should be value [...]
My Mid-Year Course Corrections
Posted in Goals, tagged budget, financial behaviors, financial goal, mid-year financial check in, money scripts, New Year’s resolutions on June 9, 2011 | 2 Comments »
This year has been a blur. Actually, I say that every year, but I really mean it this time. Seems like just yesterday I was on a rant about the reason I don’t make New Year’s resolutions and here we are in the middle of the year and it is time for my mid-year financial [...]
Your Flexibility Impacts Your Career Value
Posted in Employment, tagged asset, balance, career, flexibility, goals, job satisfaction, opportunity on June 8, 2011 | 2 Comments »
Yesterday, my son, Nathan, competed in an 800 meter running race for his track team. He earned his best time for the year 2:09 and qualified to be on his high school “Freshman Honor Roll;” he had the 8th best time of all freshman ever competing at his high school. His coach, commenting on his [...]
America’s Vacation Deficit
Posted in Uncategorized, tagged competitive economies, financial deficit, financial stress, house swap, job security, overwork, paid time off, productivity, staycation, vacation on June 7, 2011 | 1 Comment »
We Americans recently celebrated Memorial Day, a day to remember those who have given their lives in service to our country, and also the unofficial beginning of vacation season. Many students have already begun summer time off; the remaining will soon, and families are discussing possible vacation plans – or are they? It seems Americans take [...]
In God We Trust
Posted in Investments, tagged bilateral trade agreement, Bretton Woods agreement, budget deficit, debt, imports, risk, sovereign bonds, trade surplus, U.S. dollar, value on June 3, 2011 | 2 Comments »
I often tell clients that there are very few things in the financial world that keep me up at night. Of those few things, the U.S. dollar currently ranks number one on top of my worry list. It’s not the paper itself, but the value of our nation’s currency relative to the rest of the world’s [...]
A Bit of Magic – The Beauty of the Human Spirit
Posted in Charitable & Planned Giving, tagged financial challenges, generosity, parenting, selflessness, service members, value on June 2, 2011 | 2 Comments »
Earlier this month I had the tremendous fortune to experience a bit of magic, true magic. It was a moment of absolute beauty, a moment where the human spirit shined in remarkable ways. I witnessed an act of pure generosity and selflessness; an act that can teach many of us a powerful lesson. This moment carried [...]
Choosing a Financial Adviser
Posted in Financial Planning, tagged compatibility, ethical code, financial adviser, financial assets, financial future, transparency, trust on June 1, 2011 | 2 Comments »
Let’s say that you have decided that you would be well served by working with a professional financial adviser (a good choice). Now you have to figure out the person(s) with whom you will work. So how do you go about that? The FPA has some very good information to help you get started (www.fpanet.org/FindaPlanner/ChoosingaPlanner/). [...]
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Bloggers
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Lee Baker, CFP®
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Rick Kahler, CFP®, MS
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Bonnie Hughes, CFP®
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Rick Miller, CFP®
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Tara Scottino, CFP®
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Robert Schmansky, CFP®
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Francis St. Onge, CFP®
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Karin Maloney Stifler, CFP®, AIF®
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Somnath Basu
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FPA Guest Blogger
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Sam Hull, CFP®, ACC
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Dave Caruso, CFP®
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John Comer, CFP®
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Joe Pitzl, CFP®
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Chip Workman, CFP®
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Saundra Davis
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Gelasia Steed, CFP®
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Aaron Coates, CFP® CIMA
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Michael Snowdon, CFP®
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Pamela Sandy, CFP®
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Mike Branham, CFP®
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Edward W. Gjertsen II, CFP®
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Constance Stone, CFP®
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Andrew B. Chou, CFP®
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Mary Beth Storjohann, CFP®, CDFA
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Ara Oghoorian, CFA, CFP®
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