O'Reilly cap

What Is a Stock’s Market Cap?

Sometimes, we in the financial services industry get so immersed in what we do that we kind of forget that the rest of the world may not understand about the terminology we use.  In other words, we tend to throw around lingo without checking to ensure that we are being understood.  That’s not a concern […]

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Market Risk

Investing is Risky – Market Risk

In an earlier post I introduced a new series that will lay out some of the key risks that accompany investing in various types of securities.  This first entry will address the general market risk faced by stock investors. Market Risk for Stocks Market risk is risk that is driven by the ups and downs […]

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MarketWatch Article – Emergency Savings Strategy

This week Kevin was quoted in an article examining whether or not to take a bit more risk to generate more yield for your emergency fund.  Generally, I’m not a fan of taking on additional risk for funds that are truly designated to protect against emergencies.  However, maximizing the yield you receive with those funds […]

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Investing is Risky – New Series on Risk

One of the areas that I think is difficult for investors to truly get their arms around is risk. Specifically, the level of risk individuals are taking when they invest. One of the reasons for the fuzziness is that there are a number of ways to view risk. Warren Buffett views it as the likelihood […]

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March Madness Financial Blog Challenge

At the urging of digital marketing guru Stephanie Sammons, I’ve just accepted a challenge to publish a Sweet 16 of blog posts in celebration of March Madness.  Formally, this is the Wired Advisor March Madness Financial Blog Challenge. Was this a good idea?  I don’t know yet.  Things are extremely busy at Foothills Financial Planning, […]

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Foothills Financial Planning Supports America Saves Week

Opportunity to Join America Saves Week and Promote the Importance of Saving America Saves Week, February 24 – March 1, 2014, is an annual opportunity for organizations to promote good savings behavior and a chance for individuals to assess their own saving status. Foothills Financial Planning has once again joined this important effort. Through its […]

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Car Insurance – It’s a Seller’s Market

When was the last time you shopped for new auto insurance? This is a question I often ask my clients, and the answer is typically “I don’t remember”.  That makes perfect sense to me.  Car insurance is rarely something that we have a reason to think about.  The first time I asked this question, though, […]

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CFP Board Issues a Reality Check to Consumers

The CFP Board has launched a new round of ads targeted at raising awareness regarding the importance of working with a Certified Financial Planner™ professional.  This latest campaign, titled “If They’re Not a CFP® Pro, You Just Don’t Know” involves pulling random people off the street, arming them with some industry jargon, and sitting them down […]

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Improve your saving – and help others to save more

Opportunity to Join America Saves Week and Promote the Importance of Saving Unless you’ve recently inherited a large estate, or perhaps won the lottery, saving is critical to reaching your goals.  America Saves Week, February 24 – March 1, 2014, is an annual opportunity for organizations to promote good savings behavior and a chance for […]

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Make a plan with a CFP professional

CFP Board: Let’s Make a Plan

As the CFP Board so eloquently states, “Your finances can’t manage themselves, but that doesn’t mean they won’t try”.

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