Learn more about the fundamentals of wealth-planning and financial management.
ARTICLES
Our articles are written to provide insight and perspective to assist in financial decision making.
WEALTH-PLANNING PERSPECTIVE
Top Considerations from a Business Owner's Family CFO™
AltruVista, April 28, 2020
This one page document contains a list of planning, tax, and overall investment considerations to review during the current bear market.
What the COVID-19 Stimulus Bill Means for Business Owners
AltruVista, March 30, 2020
On Friday March 27th, President Trump signed a $2 trillion stimulus legislation to allocate funding to support the US economy through the COVID-19 pandemic...
Why Is My Portfolio Not Beating the S&P 500 This Year?
Ali Nasser and Geordie Hrdlicka, August 6, 2013
Since the market crash of 2008, stocks and bonds have rebounded tremendously. Most portfolios that held both U.S and International...
The Serial Investor
Ali Nasser and Geordie Hrdlicka, March 8, 2013
We have all met people that love to spend, and in some cases, may even have an addiction to spending. But what about the serial investor,...
I Just Need a Quick, Easy Answer…
Ali Nasser and Geordie Hrdlicka, October 10, 2013
…the client email query reads in an almost quietly desperate tone anticipating that there really isn’t one. The email may contain a straight forward question such as...
Planning for Adventure
Ali Nasser and Geordie Hrdlicka, February 8, 2013
Nothing says “I love you” more than announcing to your spouse, “Darling, I think it’s time we created a financial plan.” These words rank right up there...
To Retire or Not to Retire, That Is the Question...
Ali Nasser and Geordie Hrdlicka, October 26, 2012
In preparation for retirement, there are a variety of aspects that you must consider: Will your assets provide sufficient income for life?
Forced to Hire Nurse Ratched
Ali Nasser and Geordie Hrdlicka, August 1, 2012
Jack Nicholson’s character did not have a choice in the movie One Flew Over the Cuckoo’s Nest...
1+1 Doesn’t Equal 2! Protecting the Value of Your Portfolio
Ali Nasser and Geordie Hrdlicka, July 9, 2012
In the world of investing, the numbers can sometimes lie. Let’s say you have a portfolio of stocks with an initial value of $1,000,000.
Creating Your Ideal Retirement
Ali Nasser and Geordie Hrdlicka, February 15, 2012
Some people plan for retirement following thoughtfully planned steps to achieve their goals,...
Deadline Driven Goals
Ali Nasser and Geordie Hrdlicka
As we begin the New Year, we take time to reflect over the past and establish goals for the future.
How to Protect Yourself against the Next Bernie Madoff
Ali Nasser and Geordie Hrdlicka, May 1, 2013
A recent article on KPRC references a Houston couple who filed a lawsuit against their financial advisor after losing their retirement and life savings.
Giving from the Heart
Ali Nasser and Geordie Hrdlicka, June 5, 2015
Isn’t it fascinating how the importance of possessions and status diminish as we mature? Each decade of your life enlightens you that there is more to life than “what’s in it for me” or how much you own.
Perception vs Reality Plummeting over the Fiscal Cliff
Ali Nasser and Geordie Hrdlicka, April 1, 2013
We survived. No one slid over the “cliff” and perished as implied by the words which created mass media panic.
Beyond Our Control
Ali Nasser and Geordie Hrdlicka, December 14, 2012
The holiday season brings joy to some and stress to others. A psychological shift occurs during the last few months...
Lost Money
Ali Nasser and Geordie Hrdlicka, September 21, 2012
Do you write checks each year to any charities? If so, you might be losing money to the IRS.
College Fund 529 Plan Are you the Ant or the Grasshopper?
Ali Nasser and Geordie Hrdlicka, June 18, 2012
Do you remember the fable? The ant toils in summer saving food while the grasshopper plays.
The Name's Bond, James Bond...
Ali Nasser and Geordie Hrdlicka, March 16, 2012
As tax day approaches there is usually one thing on everyone’s mind: “How can I get the most deductions and pay as little as possible.”
A Tax-Effective Retirement Plan The Dangers of Tax Deductions
Ali Nasser and Geordie Hrdlicka, March 16, 2012
As tax day approaches there is usually one thing on everyone’s mind: “How can I get the most deductions and pay as little as possible.”
