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NEWS & UPDATES
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Chris Walters
Jun 2, 20193 min read
The Alice in Wonderland Conundrum
Create clarity around your ideal state and develop your plan to get there.
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Chris Walters
Sep 10, 20182 min read
Creating Good Stewards
“If your plan is for one year, plant rice. If your plan is for ten years, plant trees. If your plan is for one hundred years, educate...
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Chris Walters
Jun 25, 20186 min read
Selecting a Financial Advisor
Be Strategic and Answer These 10 Questions BEFORE You Hire an Advisor A Thoughtful Approach to Selecting a Financial Advisor The decision...
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Chris Walters
Apr 2, 20181 min read
The Loser's Game
Charles D. Ellis – The Financial Analysts Journal, 1975 A seminal article that explores the systemic factors that inhibit active...
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Chris Walters
Dec 4, 20171 min read
What is Risk?
Planning for the Long Term How frequently do you review your portfolio? If it is more than quarterly, than either you don't have an...
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