Sustainable Withdrawal Rates – Part 2

As mentioned in part I: Sustainable Withdrawal Rates, estimating the correct amount to withdraw from your retirement savings is critical in ensuring you make your investments last for your entire life as well as your spouses. Part II focuses on the various techniques that can be employed to minimize the risk associated with outliving your… Read More

Sustainable Withdrawal Rates – Part 1

You’ve worked hard your entire life and you’ve saved diligently to make sure you’d have financial freedom in retirement. Now that you are either in retirement or getting close to it, you need to make sure your finances, i.e. what you have in your retirement portfolio, lasts the rest of your life and possibly that… Read More

Do you really own a business?

Or does it own you?

As business owners, it is so easy to let the business become your life. So much to do, so little time. At least that is what we tell ourselves. For life to be worthwhile, it needs balance, and most business owners I meet have precious little of that in their lives. I think we have… Read More

Dollar Cost Averaging

If fear of the market keeps you up at night, one of the best and most effective ways to take advantage of any market event, good or bad, is to consider using an investment strategy called dollar cost averaging. You can automate this method to force you to invest on a regular basis regardless of… Read More

Diversification – Creating a Balanced Investment Portfolio

One method to alleviate your fear of the market is to do your homework on “the market”. Not all assets behave in the same manner at the same time. Some go up when others go down. By building a portfolio that takes this into consideration, you spread your risk across all areas of the market…. Read More

Creating a Board of Advisors – The First Meeting

Part 6 of 6

This is the sixth & final in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.  Ready, set go!  Everyone arrived on time and we had a great dinner at my home.  The caterers made life… Read More

High-Frequency Trading: Unsafe at Any Speed?

You may have heard news reports recently about the controversy on Wall Street over high-frequency trading. Though the practice isn’t new, it has received fresh attention in recent months as multiple regulatory agencies have launched investigations of high-frequency trading (HFT) and HFT firms. The U.S. Department of Justice, the Securities and Exchange Commission, the Commodity… Read More

Creating a Board of Advisors – Preparing for the First Meeting

Part 5 of 6

This is the fifth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.  I knew that if I expected my Board to be prepared, I had to be prepared.   I set a date for getting… Read More

Creating a Board of Advisors – The Interviews

Part 4 of 6

This is the fourth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here. With my skills sets in hand, my Aileron consultant began sending me resumes for potential candidates. I was getting more excited, and… Read More

Creating a Board of Advisors – Choosing the Skill Set of Your Board

Part 3 of 6

This is the third in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.    Getting clear on what skill sets I was looking for on my Board was one of my most important decisions.  Writing… Read More