Clear Simple Planning Insights

Your life is complicated enough without having to decipher the language of personal finance.

Let us serve as your translator to make things a bit easier to comprehend. The purpose of our writing is to provide you a better understanding of financial planning topics in a clear and simple manner.

Are You Paying Too Much for Financial Planning and Investment Management Advice?

October 24, 2023 | Donovan Sanchez, CFP®

Are You Paying Too Much for Financial Planning and Investment Advice? Donovan Sanchez, CFP® Facebook Twitter LinkedIn Most financial advisors are compensated through commissions or by a fee based on a percentage of investment assets under their management. This article strives to help you better

The Only Market Forecast Worth Standing By

September 6, 2023 | Donovan Sanchez, CFP®

Facebook Twitter LinkedIn Irving Fisher, one of America’s most celebrated economists, famously, and disastrously, stated that stocks had reached a “permanently high plateau.” He had the unfortunate timing of doing this right before the economic collapse of the great depression. On occasion, very smart people

Knowing When You Have Enough

July 24, 2023 | Donovan Sanchez, CFP®

Facebook Twitter LinkedIn “My love, how much money will be enough for us?” I asked this question to my wife rather seriously some time ago. Her reply: “The amount that we have right now.” To be honest, her reply took me off guard. It highlights