My seventh year in business was probably my hardest year, save for my first. My first was characterized by “Will this even work?” Last year was characterized by “It worked. But I’m not happy…and good lord am I tired.”Continue reading
Why We Work with Women Earlier in Their Career in the Tech Industry
What’s important to you about working with women in their early careers?
Reflections On 6 Years of Flow
Whew. This last year—Flow’s 6th—was a lot. Pandemic. Politics. Climate. Politics. Economy. Emerging from the pandemic.
As is the tradition, let us look back upon the last year of Flow.
(We celebrate Flow’s birthday on May 9. If you want, read my Year 5, Year 4, Year 3 and Year 2 reflections).Continue reading
Reflections on 5 Years of Flow
In May 2020, just a couple months into quarantine, I wrote in my Reflections on 4 Years of Flow:
The pandemic and the associated economic chaos might well be the defining feature of Year 5. One client has already left Flow as a result of it. Other clients have had their incomes significantly reduced. And yet others are having a much harder time finding new jobs.
Reflections on Four Years of Flow.
Every year for Flow’s May 9 anniversary, I write a retrospective. (I also have a dinner of champagne and pan-seared halibut, but that is mostly beside the point.) Flow’s fourth year has been, by most objective standards, amazing. And I love writing, especially about myself. Yet I have struggled to write this post.
Yes, vetting a financial planner is still entirely on you. Sorry. Here are some questions that can help.
I’m guessing you don’t follow the financial-services media, so you probably missed the recent Giant Kerfuffle: the CFP® Board decided to remove compensation method from its Find a Planner tool.
Tricks (Witting or Not) that Investment Advisors Play
I am an investment advisor. I believe that I, and many other investment advisors, bring real value to our clients’ lives. But man, this profession is rife with, mmmm, unseemly behavior.Continue reading
Flow Turns 3
Today is Flow’s third anniversary. Hallelujah.
I am occasionally the introspective sort. And occasionally others benefit from those introspections, so I thought I’d publish said introspections on the last three years. Here’s my two-year retrospective.Continue reading
When’s the Best Time to Hire a Financial Planner? Before You “Need” One.
I must start with an acknowledgment that this blog post is clearly self-serving. It also happens to be something I genuinely believe.