Perspective on markets, planning and investing from Omaha. New posts every Monday, Wednesday and Friday.
A practical outline of the investment policy statement for Omaha churches, schools, foundations and endowments — and the board conversations behind it.
Read What Belongs in a Nonprofit Investment Policy StatementWhat a quantitative, rules-based strategy is, why written rules reduce behavioral mistakes, and where the approach has limits.
Read Rules-Based Investing, Explained Without the JargonCash flow, savings rate and debt order do more for young professionals than fund selection ever will. Here is a system that runs itself.
Read A Simple Money System for Young ProfessionalsWithdrawal order, Social Security timing and health care costs deserve as much attention as the portfolio itself. A framework for retirees near Omaha.
Read Building a Retirement Income Plan That Survives a Bad MarketMarket forecasts are unreliable; fees are certain. A plain look at how a one percent annual cost compounds over an investing lifetime.
Read Why Investment Fees Matter More Than ForecastsHow fee-only advice differs from commission-based sales, what LongView charges, and how to compare advisers in Omaha on cost and incentives.
Read What a Fee-Only Financial Advisor in Omaha Actually CostsA short introductory call is the easiest first step. If we can help you, we would love to begin today.