by John D. Buerger, CFP® MSFS | Mar 29, 2020 | Economy, Investing, Wealth Health
The following is an email letter sent out to clients on March 22, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...
by John D. Buerger, CFP® MSFS | Mar 22, 2020 | Economy, Investing, Wealth Health
The following is an email letter sent out to clients on March 15, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...
by John D. Buerger, CFP® MSFS | Mar 15, 2020 | Economy, Investing, Wealth Health
The following is an email letter sent out to clients on March 8, 2020. We are documenting this here for the benefit of those who are not (yet) clients as an example of how we believe an advisor should communicate with the people they serve. This Wealth Health Curated...
by John D. Buerger, CFP® MSFS | Mar 4, 2019 | Financial Planning, Investing, Wealth Health
You are here because of your interest in Wealth Health. Whether or not you’ve heard the phrase, you have been attracted to articles about it. These articles touch upon some aspect of daily decisions (Health) that affect your Wealth. While “Wealth”...
by John D. Buerger, CFP® MSFS | Feb 26, 2019 | Financial Planning, Investing, Wealth Health
This week we look into delusion, being rational and how you need both to make progress on life goals. We’re all human … which means none of us is perfect or rational. Every person suffers from delusions to some extent or another. Allowing for these human...
by John D. Buerger, CFP® MSFS | Feb 18, 2019 | Financial Planning, Investing, Wealth Health
Our theme this week is one of my favorite topics (just ask Allyson) – control. We all succumb, at least in part, to the delusion that we are in control, self-directed and independent. The delusion of control is especially prevalent in investment management but...
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