by Joseph Falbo, CFP®, AIF®, CRC® | Jan 1, 2020 | Retirement Planning
This is a great informational piece about assessing the value of advice released by Vanguard Research. It talks about how we should measure the value of financial advisory services using a three-part framework based on portfolio, financial, and emotional outcomes. It...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 1, 2020 | Investment Planning
The most important lessons from history are the takeaways that are so broad they can apply to other fields, other eras, and other people. That’s where lessons have leverage and are most likely to apply to your own life. But those things take some digging to find,...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 31, 2019 | Retirement Planning
Not all of my clients are on the verge of retirement. Some have 10 or more years to go and are trying to get a head start. Others have already retired and are going back to retool their plans, working to get back on track, or checking to confirm that they are already...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 31, 2019 | Investment Planning
Interesting piece about Ed O’Brien’s research on how quickly we make snap judgments. While this may come in handy if we are faced with life-or-death decisions, it doesn’t always work so well when it comes to investing. Download the full article. Joseph F. Falbo, CFP®,...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 8, 2019 | Estate Planning
One thing we all have in common is that we are going to die. Although death is not something we want to think about, dying is a reality that is best handled when we have planned for it. The truth is, most people will become seriously ill or incapacitated leading up to...
