Investment

July 20, 2021

Rethinking Forward

‘Rethinking Forward’ has been a life-long pursuit of study that began in college, continues fervently today, and will continue for the remaining time that I’m on this beautiful and amazing blue and green planet. ‘Rethinking Forward’ means going against the crowd, skating to where the puck is going to be, avoiding groupthink, and looking for the true meaning in the investment markets. In planning for being work-optional, it means not using the last 48-hour news cycle to plan for a 30-year retirement. Or to put it another way, it’s avoiding the recency bias of current information in making long-term decisions. […]
June 17, 2021

The Most Common Retirement Mistakes and How to Avoid Them

These days, planning to retire —or as we like to call it, making work optional— isn’t a luxury; it’s a necessity. Making work optional has become too complex to just pick a day and stop showing up to work. And it’s more than complex— it is also expensive. You have to factor in expenses, taxes, and other spending. There are many ways to pay for it, but which ways are the best ways? How much do you need to save? How should you invest?   Many pre-retirees don’t know the answers to these questions. As a result, there are several common […]
November 30, 2016

Thinking Forward – Adoption For Your Next Furever Friend

November 23, 2016

Thinking Forward – So much to be thankful for in America

Blog True Blog Thinking Forward – So much to be thankful for in America Post written by Brian Paulsen | Personal Wealth Manager It has been an interesting few months. A lot of division, a large portion of the US unhappy and concerned about the future with the election outcome, the media doing its best to convince us of our eminent decline. The markets did not collapse, the sun did come up, and we continue to be the beacon of hope to the world. Why? Because what makes America great is not our politicians, it is each of us. My […]
November 16, 2016

Thinking Forward – Who Are We – Millennials Part 1

November 8, 2016

Thinking Forward – Get Out The Vote