Rusty's Pro TipsOur ideas to help people stay wealthy.

Permission to Spend

For many investors, the 4% rule is treated as if it were a permanent spending formula: withdraw 4% of your portfolio in the first year of retirement, adjust...

Resiliency in an Uncertain World
Posted in: Financial Planning, Risk
Geopolitical risk is not something that anyone has really had to absorb in the last 40 years. The last time external...
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2025 Results & 2026 Macro Landscape
Posted in: Financial Planning, Investment
When it comes to investing, I am a contrarian and value manager at heart. From a wealth management standpoint, a...
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Building & Maintaining Resilient Wealth
Posted in: Financial Planning, Investment, Risk
Resilient wealth creation is the purpose of investing. We all want our wealth to grow, provide income and to protect...
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Don’t Party Like it’s 1999 – Memories of the Dot.com Bubble
Posted in: Decisions
The most challenging time I remember as an advisor was the late 90s. The frenzy was electric. New ideas emerged...
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See a Sample Financial Plan: Our BluePages Planning Process
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® After decades of experience working with clients in various stages of the...
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Live the Life You Want in 2023
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® As we start a new year, many of us are thinking about the progress we want to make in...
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VIDEO: Forget the Balance Sheet: Cash Flow Is King
Posted in: Cash Flow, Financial Planning
By Russell Holcombe, MTx, CFP® Today I want to talk to you about one of the biggest mistakes I see in the financial...
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2023 Tax Planning: Tips and Pitfalls
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® Tax planning can get complicated fast—especially when you factor in things like...
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Why the Lump-Sum Election Can Be Dangerous
Posted in: Decisions, Financial Planning
By Russell Holcombe, MTx, CFP® The deferred compensation plan (DCP) is a non-qualified executive benefit plan which...
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What We Do and How We Can Help
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® What would you do if you didn’t have to worry about money and only worked when, how,...
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Why Is Your Portfolio Invested the Way it Is?
Posted in: Financial Planning, Investment
By Russell Holcombe, MTx, CFP® I wake up early by most standards, a ludicrous hour for those that enjoy sleep. For me,...
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Planning for Stock-Based Compensation
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® Making the decision to work for a startup or even a late-stage company usually means...
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Financial Planning Challenges for Corporate Executives
Posted in: Financial Planning
By Russell Holcombe, MTx, CFP® “What do you think?” she asks with a rhetorical tone. I look at the numbers, but we...
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Bad Investing Strategies Can Be Addictive
Posted in: Financial Planning, Investment
By Russell Holcombe, MTx, CFP® One of the hallmarks of any successful financial outcome is a strong and realistic...
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Why Maxing Out Your 401(k) Is Not Always Ideal
Posted in: Financial Planning
By Russell Holcombe If you’re like most employees, you’ve probably heard about the importance of a 401(k) plan from...
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