Guiding Principles Series – Principle 5 – “We pursue financial decisions that eliminate debt obligations.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #5, “We pursue financial decisions that eliminate debt obligations.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Debt and your financial plan One hot button topic in financial planning is the use…

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Guiding Principles Series – Principle 4 – “We pursue eliminating unnecessary investment costs and fees.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #4, “We pursue eliminating unnecessary investment costs and fees.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Control what you can control Have you ever heard the saying, “Control what you can…

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Guiding Principles Series – Principle 3 – “We pursue the reduction of complexity in our clients’ financial lives.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #3, “We pursue the reduction of complexity in our clients’ financial lives.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Complicated is better, right? When it comes to handling money, sometimes we…

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