As we wrap up Q3 and look to the outset of Q4, it seems as good a time as any to share a few pointers and give a heads up regarding some of the technology and service structure we’ll be going through in Q4 and into 2026. Today, we’re discussing how to achieve the most successful Q4 planning cycle for …
Welcoming Stephanie Young
This week we are ecstatic to welcome Stephanie Young to our team! Stephanie Young is a Wealth Planner Assistant at My Wealth Planners, where she serves as the support system for the Wealth Planner team and the friendly face who welcomes new and existing clients. Originally from Montana, Stephanie earned her Bachelor’s Degree in Business Marketing from Montana State University. …
A Case Study in Bad Planning
This week we’re doing a technical breakdown of how the financial plan we reviewed on “The Science of Wealth” got to be so bad, and how much harm it actually causes for someone to be given a plan that is not adequately designed to their individual needs rather than being a sales pitch masquerading as a financial plan. If you …
A Risk Premium Approach to Retirement
It’s conventional wisdom in finance that, for those approaching or entering into retirement, a conservative portfolio is best. By “de-risking” the portfolio through a reduction in equity holdings and an increase in fixed income and cash equivalents, the portfolio’s general level of volatility (as measured by standard deviation) is expected to decline, and by mixing up the asset allocation to …