This guest post was written by Alicia Temmerman who works for our partner Loring Ward. What are the most important things to talk about at this time of year? I recently sat down with Robert Temmerman, Jr. (or Dad as I call him), a specialist with 30 years of experience in estate … [Read more...] about Changing up the Holiday Conversation
Do you like magic? I have always been fascinated with magic tricks. The ability to move objects from one spot to another and retrieve it from the oddest places has always intrigued me. How do they do it? There is a part of me that is uninterested in learning the trick. I just like to watch … [Read more...] about The Wealth Solution
We have always stressed the need to own the great companies in the United States and the world. There are 44 countries that have publicly traded companies (stocks) that investors can, and likely should, own. The reason being we don't just want to own the approximately 3,500 stocks that are … [Read more...] about Diversify Across the Globe – Country Stock Performance
“Alone we can do so little; together we can do so much” Helen Keller One of the most fulfilling parts of working as an independent fee-only financial planner is working with our clients to help them relate money to their lives. And in doing this, we have the privilege of becoming part of our … [Read more...] about Our Partners at Crimmins Wealth Management
This is a guest post from Matthew Carvalho, Director, Investment Research at our partner Loring Ward. With the 2012 political conventions for both Republicans and Democrats just beyond us, there’s no doubt that the Presidential Election year excitement is hitting its peak. When it comes to the … [Read more...] about Stock the Vote: Do Presidential Elections Affect Markets?