blog.pcma.us
Some Old Rules of Financial Planning Never Grow Stale | On Our Radar
https://blog.pcma.us/2014/06/04/some-old-rules-of-financial-planning-never-grow-stale
How Many Jelly Beans? Scott Goes Cruisin’ →. Some Old Rules of Financial Planning Never Grow Stale. June 4, 2014. I recently attended the Financial Planning Association (FPA) Nor-Cal Conference two days of workshops and presentations covering the hot topics of the industry. I came away with some new ideas but also some reaffirmation that PCMA continues to be ahead of the curve. Here are three highlights:. The 4 percent annual withdrawal rate actually is a good rule of thumb. One reason we love using Rela...
pcmablog.wordpress.com
Bitcoin Drama Unfolds as a Tragedy for Investors | On Our Radar
https://pcmablog.wordpress.com/2014/03/13/bitcoin-drama-unfolds-as-a-tragedy-for-investors
Expired Credit Cards Still Can Be Charged. My $00001 on Michael Lewis’ Flash Boys →. Bitcoin Drama Unfolds as a Tragedy for Investors. March 13, 2014. So much has happened to Bitcoin since our Jan. 27 post. None of it particularly good for investors of the virtual currency that we felt obliged to revisit the topic. So what does all this mean for the future of Bitcoin and the fate of Bitcoin investors? At PCMA, we stick by our original recommendation to not view Bitcoin as an investment. It’s much mor...
seebeyondnumbers.com
Do You Use This Simple 2000 Year Old Technique to Overcome People's Secret Objections To Financial Planning? - seebeyondnumbers
http://seebeyondnumbers.com/old
Empowering Financial Planners to make Financial Planning Matter. Vision & Mission. What CFP Doesn’t Teach You. February 10, 2015. Do You Use This Simple 2000 Year Old Technique to Overcome People’s Secret Objections To Financial Planning? Here’s a great story. A few days ago I visited our local pastor. He’s like the ideal grandfather. Old, old-fashioned, always a friendly smile. Can you picture it? I didn’t expect to learn how to overcome my prospect’s objections during this short visit. The pastor knew ...
blog.pcma.us
PCMA Team | On Our Radar
https://blog.pcma.us/category/pcma-team
Category Archives: PCMA Team. Scott Goes Cruisin’. June 18, 2014. By Scott Toomasson My family went on a Caribbean cruise last month to celebrate my mother’s 70th birthday. We toured three islands in a week the Bahamas, St. Thomas and St. Maarten aboard the world’s largest cruise ship, … Continue reading →. Expired Credit Cards Still Can Be Charged. February 26, 2014. PCMA Adopts Two Families for the Holidays. December 23, 2013. Scott and Ryan Tee Off to Benefit Cancer Support. August 7, 2013. On July 15...
blog.pcma.us
Bitcoin Drama Unfolds as a Tragedy for Investors | On Our Radar
https://blog.pcma.us/2014/03/13/bitcoin-drama-unfolds-as-a-tragedy-for-investors
Expired Credit Cards Still Can Be Charged. My $00001 on Michael Lewis’ Flash Boys →. Bitcoin Drama Unfolds as a Tragedy for Investors. March 13, 2014. So much has happened to Bitcoin since our Jan. 27 post. None of it particularly good for investors of the virtual currency that we felt obliged to revisit the topic. So what does all this mean for the future of Bitcoin and the fate of Bitcoin investors? At PCMA, we stick by our original recommendation to not view Bitcoin as an investment. It’s much mor...
blog.pcma.us
Estate Planning | On Our Radar
https://blog.pcma.us/category/estate-planning
Category Archives: Estate Planning. It’s a New (Financial) World for Same-sex Couples in California. July 24, 2013. The following blog post was written by Josh Eisenberg, a Bay Area estate-planning attorney and PCMA colleague. June 26 will forever stand as a historic day as the U.S. Supreme Court made two landmark decisions in favor of equality for … Continue reading →. Why Your Parents (and You) Need a Living Trust. April 11, 2013. March 13, 2013. Help Us Help You When Delicate Situations Arise. Every n...
blog.pcma.us
Market Commentary | On Our Radar
https://blog.pcma.us/category/market-commentary
Category Archives: Market Commentary. Staying Disciplined During Declarations of Crisis. October 30, 2013. Emotions can be hard to overcome, especially when it comes to investing. That’s why PCMA adheres to an investment discipline that doesn’t rely solely on prevailing economic news or the latest warning of financial crisis. Having just emerged from the … Continue reading →. Questions are Raised when Interest Rates Rise. September 11, 2013. Here’s the Real Story About Cover Stories. June 19, 2013. You h...
blog.pcma.us
How Many Jelly Beans? | On Our Radar
https://blog.pcma.us/2014/05/14/how-many-jelly-beans-are-in-the-jar
My $00001 on Michael Lewis’ Flash Boys. Some Old Rules of Financial Planning Never Grow Stale →. How Many Jelly Beans? May 14, 2014. A Dorsey-Wright and Associates article last month drew an interesting analogy between Relative Strength investing and Wisdom of Crowds theory. The latter concept posits:. Guess of 1,197 was only one pound off the actual weight. James Surowiecki, author of the book. The Wisdom of Crowds. Cites other real-world examples of the phenomenon in a 2005 TED Talk. Applying the theor...
