Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Explaining Advisor Fees
Watch this video to better understand our fee-only financial planning.
Beware of Precision Without Accuracy
Harry Markowitz brought us Modern Portfolio Theory (MPT) in the 1950s and this model became the standard used by Wall Street and DC regulators. Even today, nearly three quarters of a century later, you see MPT everywhere. What’s the problem? It’s beautifully precise, but still not accurate.
Death Positive Financial Planning
Death is not the opposite of life, but a part of life. And still, this topic is very taboo. Being financial planners, factoring in your ultimate death is always part of our work, but it can still be difficult to address. As a death positive financial planning firm, it’s our promise to meet you where you, actively listening while being open, honest and empathetic.
How Personalized Planning Can Help You
We understand that planning for your financial future can seem overwhelming. But having a solid financial plan can make a world of difference. Here are five ways financial planning can help you achieve your goals and bring peace of mind.
Don’t Buy Stocks at the Butcher
Lifetime Financial is a Registered Investment Advisor (RIA) and we see a lot of consumer confusion regarding what a “fiduciary” is. Learn about its origins and the regulatory missteps that has made the public more vulnerable to bad actors.