This section includes short articles written by our advisors on current topics, as well as answers to questions asked at some of our client meetings. Blog topics range from delving into the nuts and bolts of an investment strategy or what to look for in an advisor, to understanding why estate planning is so important, and whether you will have enough savings for retirement.
Throughout my 25 years as a financial professional, when I haven’t been busy advising families about staying the course with their low-cost, globally diversified investment portfolios, you’ve usually been able to find me on a course myself. A golf course, that is.
Time flies, doesn’t it? It seems like only yesterday you were bringing home your first-born and contemplating an enlarged lifestyle: more living space, a family car, another mouth to feed, and so on. Then, poof! A few fast years later, the kids are grown. They’ve got grown-up kids of their own. Next thing you know, you’re knocking about an oversized house, tired of dusting all those knickknacks.
One of the great things about being a financial advisor for 25 years is that you get to meet some amazing individuals. Unfortunately some of them pass away too soon. They may have been my clients, but it is often I who become the student, learning from their exemplary actions as well as a few cautionary tales. Though the individuals may be gone, their lessons live on. Here are some of the most important ones I’ve learned over the years.
Okay, we get it. When you were a student or had just entered the workforce, you probably had to live on a budget so tight that every dollar squeaked. Now that you’ve had a little time to get your career game going, you rightfully want to live a little – embark on a few adventures and maybe buy a nice thing or two. Isn’t that why you’re working so hard to begin with?
Welcome to 2017! Last summer, I launched our ongoing series of 25-year financial reflections – sharing part 8 today. While an early version of the firm got underway even sooner, February 2017 represents our official 25-year anniversary of The McClelland Financial Group.
You can’t judge a book by its cover … or its title. “Storyselling for Financial Advisors*” doesn’t sound like much of a read for the general public, but this compilation of quotes and anecdotes actually contains a lot of good ideas, like this one: