Why the Lump-Sum Election Can Be Dangerous
By Russell Holcombe, MTx, CFP® The deferred compensation plan (DCP) is a non-qualified executive benefit plan which...
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Sir Isaac Newton: Brilliant Physicist. Miserable Investor.
At Holcombe Financial’s recent client learning event about “Behavioral Biases and Their Investment...
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What I learned losing ONE MILLION dollars?
“Experience is the worst teacher. It gives the test before giving the lesson.” Unknown The book “What I...
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Big Data Must Die
On our annual ski trip, we decided to ride the California Zephyr, which cuts an unimaginable path through the Rockies....
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Financial Planning for Entrepreneurs – Different, Not Difficult
I am not sure how I convinced Scarlett to give the financial planning process one more chance. Her experience with...
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Warren Buffett’s Simple Investing Principles
Being in Omaha, Nebraska the weekend that Warren Buffett published his annual letter to shareholders was a great moment...
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What financial planners can learn from snipers
Crosshairs are only good up close. The longer the shot, the more likely the wind will move your shot off target. And...
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How Much is Enough for You? A question to discuss with your financial planner
In the last 60 days, two Atlanta companies sold for more than $700 million. Founders, employees and investors who...
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One Prisoner, One Rope…
A prisoner serving a life sentence desperately wants to escape. A simple sunrise is torture. But then one morning he...
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Daily Innovations
For the last 9 months, I have been working on a presentation around the new book. After completing the lengthy writing...
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Unexpected Turbulence
Turbulence, like trouble, usually arrives unexpected. So I’m writing this blog 35,000 feet in the air on my way to...
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Which would you choose: Thirst or Hunger?
If you were stranded on a desert island for two weeks with the choice of food or water, which would you pick? ...
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What Matters Most
Everything can matter, but everything can’t matter most. In the 1950’s, large US defense projects required a...
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Danger: People that plan for retirement ahead!
It was a cold evening in Washington State. John Hernandez just finished a long day at the office and was off to take...
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