Knowledge Center

How do I get started?

Most financial information focuses on the “how to.” Our approach is to first develop a “why” so that the “how to” has meaning. Our book, Financial Tales, with 61 tales will teach you the “why” of investing. You will have a framework to develop your own style of investing or learn how to work intelligently with an advisor.

Learn More

How do I save for retirement?

We advise you to read A Retirement Tale and A Tale of Doom and Gloom to gain perspective on how to save for retirement. These two tales will give you a deep understanding of the obstacles you face in preparing for the challenges that you may encounter as you prepare for retirement.

Learn More

How do I preserve my retirement?

In our opinion, this is by far the hardest thing to do in the realm of investing because it is a balancing act and it requires a clear understanding of how money works during this phase of your life. In order for your money to provide you with a lifestyle income throughout retirement requires knowledge. Knowledge lets you find the right balance between risk and reward. This is a time in life where the most important term to remember is balance. In this phase of your life, not only must you understand how money grows while you are accumulating wealth, you must understand how it shrinks when you are no longer periodically adding to your portfolio.

We have a series of tales to help you understand how to develop the proper balance.

Learn More

HOW DO I PLAN TO SAVE FOR COLLEGE?

Once you read A College Planning Tale, you will have a very different perspective on how to save for college. Before going any further, read the tale and then come back.

Learn More

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.