Being an independent fee-only financial planner and investment advisor helps to ensure that I do not have to go through a lengthy approval process with a centralized compliance department prior to posting an addition to my blog.  (It also means that I'm not required to peddle the latest "hot", commission-generating product that a sales director foists on me, and I won't win any trips to Bermuda for unloading double top secret annuitized income bazookas on unsuspecting seniors, but I digress.)

Regardless, the lack of a bureaucratic compliance department does not imply the lack of a need for compliance.  So this is for the lawyers:  this site is for educational and informational purposes only.  In no way should any content be construed as personalized tax, investment, or financial advice. Readers of this blog and website should consult with a qualified adviser to obtain advice suited to their personal circumstances.

Great sketch from BehaviorGap.com that depicts how quickly you should run from the big financial services/mutual fund companies as a function of how many pictures of the beach show up in their ads.  Go to BehaviorGap to check out this and other sketches that simplify sometimes complex topics.

And now for something completely different...

One day this past summer I was wandering around Chicago and I came upon a giant eyeball.  I'm pretty familiar with the city, and am duly interested (and sometimes revolted) when something new appears.  The eyeball commanded a fair bit of attention, particularly from those who appeared to be tourists, which probably described me at that point.  In any case, I quickly learned that the sculpture would be short-lived, which now means another month or so.  Catch it while you can.

On July 21 I held my first meeting at the new Scottsdale location of Foothills Financial Planning.  Although our primary office remains in Ahwatukee, a significant percentage of our clients in the Phoenix area reside or work in Scottsdale, North Phoenix, or the West Valley.  It became clear that a more centrally located office was important to accommodate those needs, so we are now conducting meetings by appointment at 3337 N. Miller Road, on the Southeast corner of Miller and Osborn.

Come visit us!