Posts Tagged ‘Performance Chasing’

Top 5 – 401k blunders

Monday, July 12th, 2010 by Cass Chappell, CFP®

When we meet with a client for the first time, the conversation quickly drifts to their employer’s retirement plan.  The most common of these is the participant-directed Traditional 401(k), a qualified ... more »

Good Apples & Oranges help avoid Lemons

Tuesday, December 22nd, 2009 by Charles Mayfield, CFP®

There are certain inevitable truths to our business.  Much like in life, we should frequently be reminded of how certain aspects of the world work in order to save ourselves the ... more »

From Chasing Gold to Chasing Your Tail

Monday, June 15th, 2009 by Charles Mayfield, CFP®

The recent months in the equities market have seen some pretty serious returns.  Are we over this slump?  Is the future going to be bright from here on?  If you know ... more »