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Archives

Author Archive for: "Gordon Stockman"
Home » Archives for Gordon Stockman, CA, CPA, CFP, CIM
 Planning For the Best You
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted October 27, 2019

Planning For the Best You

If you were looking for a definition of a financial planner in the recent past you might have found “A financial advisor/planner helps you create and execute a financial plan. Your advisor [...]

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 Hazards Before Risks
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted October 27, 2019

Hazards Before Risks

Today’s column is about Risk. It is fascinating to me that Risk can be so hard to comprehend and appreciate and thus be so easy to ignore. So let’s see if we can find a way to feel the risk [...]

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 Millenials
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted October 27, 2019

Millenials

In everyday discussions, about anything at all, it is common to encounter the terms; Baby Boomer, Generation X and Millennials. Can people really be categorized so easily that the discussions and [...]

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 Die Poorer, Live Richer?
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted October 27, 2019

Die Poorer, Live Richer?

As a financial planner, I believe that my clients have only three options with their money. Spend it now, spend it later or give it away. This focuses my main job on helping them find the [...]

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 What Do All Those Letters Mean?
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted October 17, 2018

What Do All Those Letters Mean?

Every day, we are all bombarded with financial acronyms. We thought for this issue we would just expand on a few and hopefully provide some clarity to you.

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 Time To Adjust – Risk In Your Portfolio Allocation
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted August 22, 2018

Time To Adjust – Risk In Your Portfolio Allocation

Don't wait until your allocation disappoints! Learn why you should be revisiting your portfolio allocation and the level of risk attached.

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 Fiduciary, please!
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted August 12, 2018

Fiduciary, please!

Concerned about terms such as financial planner or financial advisor? Don't be! Learn why you should be focusing on the term "Fiduciary".

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 Risk Reminder – Financial Planning Before Investing!
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By Gordon Stockman, CA, CPA, CFP, CIM
In Financial Planning
Posted July 31, 2018

Risk Reminder – Financial Planning Before Investing!

Read more to learn why your risk capacity is integral to developing your financial plan and investment strategies!

READ MORE
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Recent Posts
  • For investors, too much information can be a dangerous thing
    December 10, 2019
  • Planning For the Best You
    Planning For the Best You
    October 27, 2019
  • Hazards Before Risks
    Hazards Before Risks
    October 27, 2019
  • Millenials
    Millenials
    October 27, 2019
Popular Posts
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    Spare the Fees
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  • Index Funds
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  • People and Risk
    People and Risk
    October 1, 2007
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