Updates

The 10 Most Common Money Lies We Tell Ourselves  May 17, 2016 by Jonathan Harrison, CFP®

If there’s anything we excel at, it’s fooling ourselves. We all have a set of core beliefs, and these “scripts” are like the screenplay that helps us make sense of the world around us. But wh…

The Number One Factor in Financial Success – Or Failure  May 17, 2016 by Jonathan Harrison, CFP®

Have you ever wondered why some people are financially successful and others are not? I know factors like inheritance and “luck” play a really big role, but what accounts for those with almost ide…

Our Most Common (and Surprising) Retirement Recommendations  April 6, 2016 by Jonathan Harrison, CFP®

One of the most common questions we’re asked is, “What’s the best thing I can do to prepare for retirement?” There are probably as many answers for that as there are variations of unique circ…

What’s Your Unfair Advantage?  March 17, 2016 by Jonathan Harrison, CFP®

Do you have an unfair advantage? In August of 1346, the French finally caught up with the English army. A summer of pillaging the French countryside had left the English worn out and running out of s…

The Only Way to Get Wealth  February 22, 2016 by Jonathan Harrison, CFP®

When Brian started working with a promising young actor, he was very hopeful. Brian, an advisor friend of mine, learned from this actor (who shall remain unnamed) that he had just signed his first maj…