A Lesson in Not Taking the Marshmallow

In the late 1960’s, Walter Mischel, a psychologist at Stanford University, conducted a research study now commonly referred to as the Marshmallow Experiment. The study took an initial look at the development of children’s ability to delay instant gratification. The experiment while fairly simple in delivery provides valuable takeaways that are applicable to retirement planning… read more →

What All Star’s Reading #2

A few weeks ago we introduced a new blog installment, “What All Star’s Reading,” that will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope.. read more →

What All Star’s Reading #1

One of the ways we continually strive to improve the service and advice we provide to our clients is to read. Our reading is constant. It helps reaffirm many of our investment and planning beliefs, while also serving to challenge them. It helps us improve. We spend many late nights catching up on the news.. read more →

Social Security- Interesting Facts & Numbers

Social Security continues to be scrutinized as 10,000 baby boomers retiring daily become increasingly reliant upon the “Social Insurance” program as their primary source of income.  Furthermore as the long-term sustainability of the program remains a popular topic of public debate we wanted to shed some light on fifteen interesting statistics about Social Security as.. read more →