Finance
Targeting Dimensions of Returns
Just about everyone has their thoughts on what the “best” investment strategy is. While I don’t claim that the philosophy F5 Financial Planning uses is “the best”, I am confident that the strategy that we employ has solid foundations based on the academic research of Fama and French. Our investment strategy is based on exploiting…
Read MoreThe Rise of Short-Term Rates
Successful investors recognize that investing is a long term proposition guided by and Investment Policy Statement (IPS).
Read MoreQuarterly Market Review – Third Quarter 2015
With that in mind we publish a brief market update each quarter. Below you will find a link to the update for the third quarter of 2015.
Read MoreWhy I Could Not Care Less About the Stock Market
I write about non-financial topics and how to overcome our poor financial behaviors as THIS is the secret to “getting rich quick”
Read MoreBruce Lee – Expert Financial Planner
Don’t be the fool that practices 10,000 different investment strategies. Develop a solid IPS and stick with it through thick and thin
Read MoreWhy Emotions Cause Investors to Fail
If you have spent any time doing research in to investing, you quickly discover that there is a straight forward, well proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust…
Read MoreQuarterly Market Review – Second Quarter 2015
With that in mind we publish a brief market update each quarter. Below you will find a link to the update for the second quarter of 2015.
Read MoreIs Your Financial Advisor In Their Right Mind?
The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?
Read MoreThe Value Of Time
Time is a SCARCE resource and money is an ABUNDANT resource
Read MoreTen Things You Might Not Know About Reverse Mortgages
In this article, we highlight ten things related to reverse mortgages or “HECMs”
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