Planning

July 10, 2020

COVID19 and ‘Regular Savings Plans’

COVID19 reveals impact of income volatility on savings plans.
March 21, 2020

COVID19 & Investment Advisory

Make your own play. Linear written form does not do justice to describe multi-faceted investment advisory.
December 14, 2019

How unique are you to me?

How unique are you?
October 27, 2019

FDM White Paper

A process to evaluate financial planning strategies/plans with supporting rationale for better decision making.
October 7, 2019

Financial Planning Process – Actionable

What to observe in applying the Financial Planning Process.
July 12, 2019

Reading to the Right Side of Charts

Giving things proper attribution is important to me. Being brutally honest about the facts and recording all the thinking processes as the events unfold are meaningless unless a person investigates in retrospect to critique as well as evaluate the narratives that generated the outcomes of the present.
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