Monthly Archives: March 2020

2303, 2020

It was just an old watch…

By |March 23rd, 2020|Financial Planning, Retirement, Uncategorized, Wealth Advisory|

 

I want to tell you a story about a watch. Many years ago my mother passed away unexpectedly. Dad had died a few years prior and so in my late 30’s I found myself without […]

603, 2020

Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…

By |March 6th, 2020|Financial Planning, Retirement, Uncategorized, Wealth Advisory|

Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…

 

There is a fascinating discipline in the world of marketing and decision science called ‘Choice Architecture’. This discipline affects […]