You Should Never Invest Your Money

Daniel YergerFinancial Planning 1 Comment

Because of the compliance regulators that be, I have to take the fun out of this by saying that this is satire, intended to make a point. You absolutely should invest your money as appropriate to help fund long term goals, preserve the value of capital, and to compliment a broader financial plan. With that out of the way… Invest …

The Hidden Cost of College

Daniel YergerFinancial Planning Leave a Comment

It is regularly observed in our public discourse that the cost of higher education has risen astronomically over the past several decades, outpacing inflation by a factor of three. Yet, with the increase in cost to higher education has come an increase in access to higher education. Approximately one in three Americans hold a college degree, and while it’s argued …

Understanding Indices

Daniel YergerFinancial Planning 1 Comment

As a financial planner, I’m essentially bound to watch the news on a day-to-day basis. Tongue in cheek, the writer, Carl Richards, likes to call financial news “financial pornography.” This largely derives from the fair observation that most financial news is engineered to drive clicks and eyeballs for advertising revenue, rather than to provide any realistic or valuable insights about …

Why I Wrote the Book

Daniel YergerAbout the Firm, Financial Planning 1 Comment

If you read our email over the weekend, you know that I published a book, that was ranked as the #1 New Release in Wealth Management on Amazon! That said, the book is not targeted at our clients, nor is it an investing or personal finance book. So why did I write the book? First and foremost, the reason is …