As a financial planner, a not-small part of what we do is manage money for clients. More than a hundred million dollars is placed in our responsibility, which is simultaneously a lot of money and also a very small amount of money by industry standards, where some firms are responsible for billions and even trillions of dollars. “It’s all relative,” …
FPA SHIFT: What We’re Learning About Money, People, and Policy
Apologies for the late publication this week, I’ve been out at the FPA SHIFT conference, a gathering of the top financial planners, thought leaders, and researchers in the world of financial planning. This conference more than anything reminds me of the same core truth: money is never just about money. It is about behavior, incentives, and personal meaning. This week, I …
New Planner Professional Resources
Last Updated: 04/16/2026 White Papers Center for Financial Planning: Guide to Careers in Financial Planning Center for Financial Planning: Financial Planning Career Guide Center for Financial Planning: Scholarships CFP Board: Accelerate & WIN Books Getting in the Door: Starting a Financial Planning Career by Daniel Yerger Finding Your Path by Caleb Brown Rewirement by Jamie Hopkins Just Keep Buying by …
Tough Love in Personal Finance
Yesterday I had the rare privilege to have lunch with Dr. Brad Klontz. A financial psychologist, CFP® Professional, and influencer with about 1.4 million followers across platforms such as TikTok and YouTube, Dr. Klontz is well known both within the financial planning space and without. His particularly famous research contribution to the field of financial planning is the concept of …
Our Investment Philosophy
If you’re a regular reader of our blog, you may have noticed that we typically avoid discussing markets too much. This is because, while as investment managers we’re beholden to our duty of care to clients that we must monitor such things, we also keep in mind that overreliance on current events in the markets, the economy, politics, or other …