Archive for the ‘Investments’ Category

Dashboard Dissected: Part 3- Asset Allocation

Monday, June 28th, 2010 by Charles Mayfield, CFP®

In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »

Dissecting the Dashboard: Part 2- Risk/Volatility

Monday, June 21st, 2010 by Charles Mayfield, CFP®

  Evaluating a portfolio’s holdings is tricky business.  In our previous discussion, we focused our attention on performance versus benchmarks and peers.  Knowing that a manager performed better than their benchmark and/or ... more »

Dissecting the Dashboard

Monday, June 14th, 2010 by Charles Mayfield, CFP®

In our initial Chappell Mayfield Investment Dashboard™ post several weeks ago, we gave a broad overview of the proprietary tool that we, as financial planners, created to help our clients understand ... more »

The Tax Man Cometh

Monday, May 24th, 2010 by Charles Mayfield, CFP®

 In recent weeks, Cass and I have devoted a great deal of time talking about the unique opportunities for our clients in 2010 regarding taxes.  From Roth IRAs to Long Term ... more »

Roth IRA vs. Traditional IRA

Monday, May 17th, 2010 by Cass Chappell, CFP®

The biggest difference between the two types of accounts has to do with taxation. For the purposes of this discussion, and in all blog entries on our site, the term “Traditional IRA” ... more »

The Birth and Evolution of the Chappell Mayfield Investment Dashboard(TM)

Tuesday, May 11th, 2010 by Cass Chappell, CFP®

Like many great ‘client friendly’ tools, the Chappell Mayfield Investment Dashboard™ was born out of necessity.  During our quarterly and annual investment reviews, it became apparent that we were inundating our ... more »

Armchair Quarterback- Looking Back to the Bottom

Monday, May 3rd, 2010 by Charles Mayfield, CFP®

This week, I received a performance piece in the mail from one of the money managers we use with our clients.  Its focus was on dealing with investor behavior and the ... more »

Could Be Time to Harvest…A Long Term Perspective

Monday, April 26th, 2010 by Charles Mayfield, CFP®

There is much to be said for the financial opportunities afforded us in 2010.  You can look at any number of the recent postings to get a good feel for what ... more »

To Roth, or Not to Roth

Tuesday, April 6th, 2010 by Cass Chappell, CFP®

My official "stance" on the Roth Conversion opportunity Executive Summary: It’s at the bottom of this post. But, read the whole article…it’ll be more fun. In a prior post, I showed how using funds ... more »

Roth IRA Contributions – An Interesting “Work-Around” to the Income Limits

Monday, March 8th, 2010 by Cass Chappell, CFP®

[If you are an investor who makes more than the income limit for contributions to a Roth IRA - this MAY be for you!]   Many people have Roth IRA's that they opened ... more »