Financial Architects
Financial Planning & Wealth Management
While considering college funding, we tend to have clients fund their goals in this order: Tax-advantaged retirement plans in full. There are lots of ways to go to college but not that many ways to be retired. Many people shouldn’t even be doing any college planning – they can’t afford it. In addition, contributions to …
There are two main approaches to investment management: active management and passive management. The traditional (and by far the more popular) approach is active management. We employ the less popular passive management approach (sometimes referred to as indexing though they are slightly different). Below I will explain these two approaches, explore the pros and cons …
Many people have nagged encouraged me to convert my periodic emails to blog format and in this inaugural post I want to begin by thanking both Anitha Rao (my wonderful business partner), and Michael Kitces (the outstanding blogger of Nerd’s Eye View) in particular for their persistence. Michael & Anitha, it’s here! With this first …