Friday, 28 December 2018
Champagne pops, songs are sung, and resolutions get made. And this year, you want to make a big transition.
For me, it always starts with how I feel and my ability to chase around my children with increased energy. And so, I begin my annual diet/workout regimen, in hopes of winning the bet with my friends. There is some sort of re-birth that January 1 brings to all our hopes and dreams. You’ve been on a path for a while, perhaps it's a career or a relationship and now, as you’re reaching mid-life/mid-career, you are starting to question if it’s the right one for you. Before you make any rash decisions let’s take a moment to explore what you want to change, why you want to change, and then the all-important how of making a major life course correction. In this article, we will go over some techniques and thought exercises that everyone who wants a life change could benefit from.
Monday, 19 November 2018
With the Patriots in full swing, we thought this would provide an interesting way to frame tax planning.
With Belichick at the helm, I always think that his process is his most valuable commodity. The Pats get off to slow starts quite often in my eyes, but their September team is often completely different from their December (and beyond team). They show progress and are constantly innovating. It’s great to think of your tax planning in a similar fashion. This year’s long-term plan could be affected by new legislation, newfound wealth, new transitions, etc.
Tuesday, 11 September 2018
We want the best for our children. As the recent father of a newborn Madelyn, I can only imagine the stuff I will do in the short- and long-term so that she (and sister Shelby) can enjoy the best in life.
We want the best for our children. As the recent father of a newborn Madelyn, I can only imagine the stuff I will do in the short- and long-term so that she (and sister Shelby) can enjoy the best in life. We invest our time and love, and we also impart our knowledge. Through us, they learn about the world, values, and how to handle their money. In fact, studies show children’s money habits can be set by the tender age of 7.
What the Patriots Can Teach Us About Investing & Other DLFG Highlights
In honor of Coach Belichick and the Patriots unheralded run of success, we wanted to highlight some great lessons that they can teach us about investing:
Ignore the noise:
The Pats do a great job of ignoring the media and controversy that they try to create. The sky is always falling, yet the Pats have shown a long-term history of success. The same is true in the investment markets. We term it Headline Risk - see this video from DFA. There is always something to be concerned about. In the media, fear and drama sell, whether it’s about the Presidency, Gronk’s retirement prospects, Y2K, or the latest TB12 drama. How many football teams would have made it through ‘Deflategate’ and won the Super Bowl? One.