Oct 18, 2022
On Getting Older: My First Name is Sir
by Glenn J. Downing, MBA, CFP® Mr. Downing, if you please Picture it: I’m checking into a hotel after two…
Read More →Blog & Insights
Financial planning insights and wealth-building strategies from our fiduciary team.
Oct 13, 2022
On Getting Older: Use of the Language
by Glenn J. Downing, MBA, CFP® Frenchy Duffnuts We had a family friend when I was growing up named Evelyn.…
Read More →
Oct 11, 2022
On Getting Older: Collections vs. Experiences
by Glenn J. Downing, MBA, CFP® Collections vs. Experiences This is another topic that arises from my financial planning practice.…
Read More →
Sep 29, 2022
On Getting Older: Airports and Sweatpants
by Glenn J. Downing, MBA, CFP® Sweatpants As many of my readers know, I’ve done a good bit of traveling…
Read More →
Sep 27, 2022
On Getting Older: Introduction
by Glenn J. Downing, MBA, CFP® Introduction A few years ago I attended my Guilford, Connecticut high school’s 50th reunion.…
Read More →
May 04, 2022
Bitcoin Part II – Inflation Hedge
by Glenn J. Downing, MBA, CFP® I began Part I with this statistic: one in five people in the US…
Read More →
May 04, 2022
Bitcoin Part I – New Asset Class
by Glenn J. Downing, MBA, CFP® I was astonished to hear this statistic: one in five people in the US…
Read More →
Mar 24, 2021
The Heart of Financial Planning
By Glenn J. Downing, MBA, CFP® What follows is one of my all-time favorite quotations, from Alice’s Adventures In Wonderland.…
Read More →
Mar 02, 2021
You Know – You Don’t Have to Quit Working.
by Glenn J. Downing, MBA, CFP® My industry – financial planning and investment management – puts a lot of pressure…
Read More →
Jul 14, 2020
Will Social Security be There When I Retire?
by Glenn J. Downing, MBA, CFP® A common question I’m asked in a financial planning engagement is this: Glenn, should…
Read More →