Sunday, January 30, 2011
Friday, January 28, 2011
Wednesday, January 26, 2011
Cover the Spectrum of Financial Planning Issues
The process Was desinged to cover 6 Parts
1- Cash Flow
2- Taxes
3- Investments
4- Insurance
5- Retirement Planning
6- Estate Planning
All to often the Industry Cuts corners and focuses on the most profitable "product" areas and forget the rest
Seee side bar
1- Cash Flow
2- Taxes
3- Investments
4- Insurance
5- Retirement Planning
6- Estate Planning
All to often the Industry Cuts corners and focuses on the most profitable "product" areas and forget the rest
Seee side bar
Friday, January 21, 2011
mainstreet is newtonian and euclidian - wall street id fractual and chaotic
That's why economists have such a hard time trying to predict the markets - using the wrong models - models are too limited
Portfolio management is a systems of systems Modular and symmetry
Financial planning is a system of systems
Estate Planning is a systems of systems
Putting these two worlds together is MW/WM
Portfolio management is a systems of systems Modular and symmetry
Financial planning is a system of systems
Estate Planning is a systems of systems
Putting these two worlds together is MW/WM
Thursday, January 20, 2011
The Role of Main Street - The role of Financial Planning - The confusion of Wealth Management
Your role in the process the modular world and the ability to evolve instesd of Starting Over
The purpose of the Main Street Module ......
Define and refine your gane plan....your role in the procedd....everyone id wrong; broken plans the harvard misstep etc expand your world....
Main street the warm blooded side of the street - The Human Side of the Duality
It has nothing to do with Investing - That is the the cold blooded side of the street - wall street - Main street beeds notoriously bad investors ie the odd lot theory the math is asymmetrical and counter intuitive
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