Tag: Income Planning

A Lesson from Uganda

Feb 12, 2016

FullSizeRenderExactly one month ago today, I returned from a 12-day trip to Uganda. While there, myself and a group of 15 others did water projects such as building a rainwater harvest tank and making and distributing bio-sand filters. The organization that hosted the trip was a non-profit based out of Boone, NC called Wine to Water. Their founder, Doc Hendley, received a CNN Hero award back in 2009 for the incredible work that he himself had done both in Darfur and Uganda. Doc has inspired thousands, myself included. The work they do at Wine to Water changes lives. In fact, it changes entire communities. They do real boots on the ground stuff, bringing clean water to those in need. They make an impact with what they do. And I’ve seen it first hand. (more…)

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Take Control of the One Thing You Can Control … YOU

Mar 4, 2014

Final PicWhy do we plan a vacation? Many, if not most of us, lay out meticulous plans to ensure that our trip goes smoothly. Doing so enables us to do all the things we want to do and see all the things we want to see. But what would happen if we didn’t create a plan in advance? Might a relaxing vacation turn out not so relaxing? Might a potentially great experience turn into a frustratingly negative one? Don’t get me wrong, I know some folks live for spontaneous adventure, but I can’t imagine too many of us like to travel without some sort of plan. By setting an itinerary or planning ahead many of the main aspects of your trip, you can have your expectations become a reality and help to minimize most travel snafus. We plan because there are rewards for doing it.

Now let’s move this idea of planning into the world of financial planning, or investment planning – whichever. I jokingly say that I help people plan for the longest vacation of their life … their retirement. But it’s true. And with most clients, we lay out a pretty meticulous plan. Coincidently, it’s well known in the financial planning industry that most people actually spend more time planning for vacations then they do planning for their own retirement. That’s unfortunate. I’m in my early (cough cough) 40’s and if you think I’ve got great confidence in Social Security footing my bills in retirement, think again. You better believe I plan.

The first thing to do when laying out a financial plan or an investment plan is to know what things can derail your plan. Taking the time to understand the many things that are out of your control, can be time well spent. Here’s a sneak-peek: interest rates, inflation, the stock market, the Federal Reserve, the bond market, corporate (more…)

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More Insights

May 29, 2016

The phrase “impact investing” has become the lead moniker chosen to represent several purpose-driven or values-driven strategies that have evolved over the last two decades. Other names such as “sustainable investing”, “socially responsible investing or sustainable, responsible and impact (SRI)”, “corporate social responsibility (CSR)”, “environmental, social and governance (ESG)”, all seem to have been folded-up … Continue reading “Impact Investing: Performance, Purpose and Positioning”

Apr 6, 2016

“Conscious” Capitalism? An oxymoron it is not. It is a movement sweeping across the globe and growing in size, popularity and in the impact that it is having for those business leaders who embrace it. It, in my opinion, should become the standard by which businesses are evaluated for investment and judged in the court … Continue reading “Why We Embrace Conscious Capitalism®”

Feb 29, 2016

This is the first time that I’ve ever posted an article from someone else, but this particular article struck me. Maybe it’s because I still consider myself a fairly new father with a 19-month old and an “almost” 3-year old at home. Simply enough, I thought this was worth sharing. In fact I believe anything … Continue reading “How to Live a Beautiful Life”

Feb 12, 2016

Exactly one month ago today, I returned from a 12-day trip to Uganda. While there, myself and a group of 15 others did water projects such as building a rainwater harvest tank and making and distributing bio-sand filters. The organization that hosted the trip was a non-profit based out of Boone, NC called Wine to Water. … Continue reading “A Lesson from Uganda”

Dec 3, 2015

If #GivingTuesday wasn’t great enough on it’s own, Facebook ‘s founder and CEO Mark Zuckerberg stole the show with an absolutely extraordinary pledge to give away 99% of his Facebook fortune over his and his wife Priscilla Chan’s lifetime. That amount, as it stands today would total over 45 billion dollars. This will be done … Continue reading “The Zuckerberg Impact”

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