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Investment Planning

Couple biking in New York
Investment Planning
July 1, 20200Comments

How to Move Forward Financially During and After a Crisis

Most of us have experienced some kind of shock after a crisis as a result of the pandemic, whether physically, emotionally, or financially or through a combination of all three. As
by Aaron Gilliam
Bank account statements
Investment Planning
Retirement Income Planning
June 17, 20200Comments

How to Avoid Panicking When Your 401k is Down

The best way to avoid panicking when the balances in your 401k or other investment accounts go down is to learn some basics about the stock market and develop good
by Aaron Gilliam
Coronavirus outbreak and grocery shopping
Investment Planning
May 20, 20200Comments

How are you Coping with the Coronavirus Outbreak?

If you are like us, you are probably having trouble processing all the massive changes that are rapidly occurring as a result of the coronavirus outbreak. It is no doubt shocking to
by Aaron Gilliam
Stock market index
Investment Planning
May 13, 20200Comments

Stock Market Concerns: Special Bulletin

Information as of March 10, 2020 We have heard from a few of you about your stock market concerns but suspect there are many more who share in those concerns. We
by Aaron Gilliam
CMP Financial Planning
Economic Updates and Outlooks
Investment Planning
January 1, 20190Comments

Special Bulletin Regarding the Stock Market

While the Christmas holidays may provide us with many reasons for celebration, the precipitous volatility and decline of the stock market indexes is certainly not one of them. A typical 60/40
by Aaron Gilliam
CMP Financial Planning
Investment Planning
September 27, 20180Comments

Investing in Socially Responsible or Sustainable Funds

 By Christina Povenmire, MBA, CFP® According to the 2014 Nielsen Global Survey of Corporate Social Responsibility, more than half of consumers surveyed globally said they would be willing to pay more
by Aaron Gilliam
CMP Financial Planning
Investment Planning
September 6, 20160Comments

Evaluating Your Portfolio’s Performance

For many of us, evaluating our investment account statements is like going to the dentist:  it’s the right thing to do but we would rather put it off!   Sure, we
by Aaron Gilliam
CMP Financial Planning
Investment Planning
Tax Planning
September 10, 20130Comments

Surefire Ways to Increase Investment Returns!

Surefire Ways to Increase Investment Returns! While academic research has shown it is difficult or impossible to beat market returns, often we can effectively improve our returns simply by reducing the
by Aaron Gilliam
CMP Financial Planning
Investment Planning
March 23, 20110Comments

The Art of Asset Location

The Art of Asset Location While academic research has shown that no manager can beat the market (not even on Wall Street!), we can, in effect, improve our returns by reducing
by Aaron Gilliam

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