Don’t Party Like it’s 1999 – Memories of the Dot.com Bubble
The most challenging time I remember as an advisor was the late 90s. The frenzy was electric. New ideas emerged from every corner, the money was easy,...
The most challenging time I remember as an advisor was the late 90s. The frenzy was electric. New ideas emerged from every corner, the money was easy,...
By Russell Holcombe, MTx, CFP® After decades of experience working with clients in various stages of the...
Read moreBy Russell Holcombe, MTx, CFP® As we start a new year, many of us are thinking about the progress we want to make in...
Read moreBy Russell Holcombe, MTx, CFP® Today I want to talk to you about one of the biggest mistakes I see in the financial...
Read moreBy Russell Holcombe, MTx, CFP® Tax planning can get complicated fast—especially when you factor in things like...
Read moreBy Russell Holcombe, MTx, CFP® The deferred compensation plan (DCP) is a non-qualified executive benefit plan which...
Read moreBy Russell Holcombe, MTx, CFP® What would you do if you didn’t have to worry about money and only worked when, how,...
Read moreBy Russell Holcombe, MTx, CFP® I wake up early by most standards, a ludicrous hour for those that enjoy sleep. For me,...
Read moreBy Russell Holcombe, MTx, CFP® Making the decision to work for a startup or even a late-stage company usually means...
Read moreBy Russell Holcombe, MTx, CFP® “What do you think?” she asks with a rhetorical tone. I look at the numbers, but we...
Read moreBy Russell Holcombe, MTx, CFP® One of the hallmarks of any successful financial outcome is a strong and realistic...
Read moreBy Russell Holcombe If you’re like most employees, you’ve probably heard about the importance of a 401(k) plan from...
Read moreBy Russell Holcombe, MTx, CFP® Working for a startup can be an amazing opportunity. Being at the cutting edge of...
Read moreBy Russell Holcombe, MTx, CFP® Do you know how hard it is for an ambitious 8-year-old to find a job? Thankfully, I was...
Read moreHere’s an investment opportunity for your consideration. It’s managed by an investment committee that seeks to...
Read moreAt Holcombe Financial’s recent client learning event about “Behavioral Biases and Their Investment...
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