FVIM's Insights

News and information about preserving your life savings

Retirement Planning in Death Valley

Every so often, I think it's good to get out and gain a fresh perspective on life. That's one reason I decided to attend this year's Financial Advisor magazine's retirement symposium in Las Vegas, where it would be hard to find a climate more different from my usual surrounds in the Columbia River Gorge. In addition, Nick Murray, one of my favorite curmudgeonly financial commentators, was a keynote speaker on a theme high on my list of professional interests: Helping families achieve and sustain a desirable retirement. Retirement Planning – Las Vegas Style? During the symposium, I had the opportunity to...
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Mixing NAPFA and Wrigley Field

Ah, summer time. I’m writing this on a Friday, only a couple of days past the longest day of the year, when the extended hours of Pacific Northwest sunshine make up for our “forever” dark days of winter. The mind turns to travel, collegial events … and baseball. Last month, I attended a National Association of Personal Financial Advisors (NAPFA) Mix Group in Chicago. As usual it was good to catch up with my advisor colleagues, plus the gathering always generates new ideas to share in my blog. As I reflect over the years and meeting venues (last fall was New...
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New York City: Where Volatility Never Sleeps

I was recently in Brooklyn, New York to attend a NAPFA -sponsored investment conference along with several hundred of my fellow independent advisors and financial planners. I was also able to catch up with the six colleagues in my Mix group (as introduced in previous blogs). At both the conference and within my smaller mix, there seemed to be a dominant theme on most of our minds: How can we help investors cope with the current levels of market volatility? New York City seemed the perfect place to tackle such a question. It is home for approximately 8 million people and...
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6094 Hits

Date Night in Santa Monica

Ok, so it wasn’t really a date night. I was actually in Los Angeles for a one-day conference sponsored by Dimensional Fund Advisors. However, since it was pretty much an overnight getaway, I thought I’d ask my wife Valerie if she wanted to have dinner in LA as a change-up to our weekly, “go out to dinner” routine in the Portland Metro area. Of course, she jumped at the chance. We both adore our children but … you probably get the picture. We arrived in LA late Tuesday afternoon, with our flight back to Portland scheduled for the next day, after...
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4297 Hits