Mar 06, 2023
On Getting Older: Remember Mr. Micawber?
by Glenn J. Downing, MBA, CFP® They don’t teach young people anything in school anymore. I usually think this when…
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Financial planning insights and wealth-building strategies from our fiduciary team.
Jan 08, 2023
On Getting Older: Expressions
by Glenn J. Downing, MBA, CFP® I’ve always loved language. I won both the English and Spanish prizes at my…
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Nov 10, 2022
On Getting Older: Men’s Clothing
by Glenn J. Downing, MBA, CFP® I mentioned earlier that I made a mid-life career transition from retail management to…
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Nov 08, 2022
On Getting Older: Smartphones and Communication
by Glenn J. Downing, MBA, CFP® Smartphones and conversation In many ways, I stand in awe of the things my…
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Nov 08, 2022
On Getting Older: Too Much Media
by Glenn J. Downing, MBA, CFP® We actually read newspapers Picture this: dad in his easy chair reading a newspaper.…
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Nov 03, 2022
On Getting Older: Is it Life-Giving?
by Glenn J. Downing, MBA, CFP® When we agree to do financial planning for a new client, we do, of…
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Nov 01, 2022
On Getting Older: Money and Credit
by Glenn J. Downing, MBA, CFP® Money and Credit My parents are products of the Great Depression. It was my…
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Oct 27, 2022
On Getting Older: Ladies and Gentleman
by Glenn J. Downing, MBA, CFP® As I mentioned earlier, my grandfather was a prominent businessman in the Italian community,…
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Oct 25, 2022
On Getting Older: Environmental Friendliness
by Glenn J. Downing, MBA, CFP® Virtue signaling Virtue signaling. What a term. Having to show the rest of the…
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Oct 20, 2022
On Getting Older: Things I Promise Never to Do
by Glenn J. Downing, MBA, CFP® Things I promise never to do (in no particular order): I’ll never dye my…
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