Memorial Day

Daniel YergerFinancial Planning 1 Comment

I don’t like to bring up that I’m a Veteran very often. It’s not out of some sense of secrecy, shame, or other emotional motivator. Rather, simply that I’d rather not identify myself forever more by a six-year period of my life. I was fortunate enough that my time in the military was unremarkable, and moreover lucky that it was …

Investment Planning is not Financial Planning

Daniel YergerFinancial Planning 1 Comment

I recently posted on social media my humble honor of being asked to be one of the faculty for the Financial Planning Association’s 2020 Summer Externship. The Externship is designed to provide hundreds of students around the country (over 500 as of today), with a replacement for their internships that have been cancelled due to structural or budgetary issues caused …

Investments not Expenses

Daniel YergerFinancial Planning Leave a Comment

Often a growing business will look to add staff as quickly as possible. After all, a growing business is limited by the bandwidth of it’s human workforce, each of whom come with their own personal complications (i.e. work life balance). It is not uncommon for me to hear a business consultant or even an owner toss out something about trying …

Avoidable Casualties

Daniel YergerFinancial Planning 1 Comment

Leadership is a tough gig, possibly the toughest. You always lead the way and you are responsible for everything that happens, good, bad, or otherwise. The leadership of a lot of people is being tested right now. Politicians are having to balance the interests of the economies they represent while simultaneously trying to protect the vulnerable from sickness. Healthcare workers …