Ask the Advisors
We launched a new initiative that will occur about once a quarter with a virtual event called Ask the Advisors. These events will give clients the opportunity to speak directly with advisors on current topics and to ask questions. We encourage client participation and are excited to meet new prospective clients along the way.
A Cashflow Plan for Today's Realities: The Secure Cashflow Plan
We live in very different times than our fathers and grandfathers. Conventional rules and approaches to creating lifetime income sufficiency don’t apply in today’s realities. As we’ve experienced in just the last few years, things can turn on a dime. One day we’re enjoying one of the most robust economies in history, and the next, we’re digging ourselves out from the sharpest economic downturn in history. Inflation is kicking up market volatility, and geopolitical conflicts threaten the global food and energy supply.
Everything has an impact on an individual’s retirement cash flows. There is no more setting it and forgetting it. Cash flow planning now has to be dynamic, constantly gauging conditions, recalibrating, and adjusting to ensure a reliable and sustainable income. The Secure Cashflow Plan enables us to zero in on each client’s income sourcing needs to make adjustments as often as necessary. It allows us to be nimble while still being thoughtful about how to source income.
We’re not very active portfolio managers as we rarely make changes to our portfolios. But we are very active cashflow stewards to ensure our portfolio generates the optimum cash flow for the clients who rely on it.
2021 Q1 Uncommon Insights: An Investment Comes Full Circle
2021 Q3 Uncommon Insights: The Two Types of Investors
2021 Q4 Coinbase & The Digital Asset Revolution
2021 Q4 Uncommon Insights: Buying at the Right Price
2022 Q1 Uncommon Insights: Business as Usual
2022 Q4 Uncommon Insights: A Cashflow Plan for Today's Realities
2023 Q3 Uncommon Insights: Artificial Intelligence: Don't Get Carried Away with the Market
2024 Q1 What's UP with the Market?
2024 Q2 Ask the Advisors - Client Exclusive!
RESOURCES | Uncommon Insights
We are thrilled to announce our newest publication Uncommon Insights. This publication will be paired with our Ask the Advisors virtual event series on an approximate quarterly basis. Uncommon Insights will explore current topics through the eyes of our advisors.
You can view the publication and event recording by clicking below.
2021 2nd Quarter |
In Investment Comes Full Circle | Ask the Advisors Event Recording |
3rd Quarter | The Two Types of Investors | Ask the Advisors Event Recording |
4th Quarter | Ask the Advisors Event Recording | |
2022 1st Quarter |
Business as Usual | Ask the Advisors Event Recording |
4th Quarter |
A Cashflow Plan for Today’s Realities | Ask the Advisors Event Recording |
2023 3rd Quarter |
Artificial Intelligence: Don't Get Carried Away with the Market | Ask the Advisors Event Recording |