Standing Between You and Big Mistakes

Financial planning is primarily a positive, future focused activity. The entire process should be enjoyable. There are plenty of times, however, where our role is to stand between our clients and big mistakes. We want to keep clients from injuring themselves financially. Many personal financial “injuries” originate with mental errors. A momentary loss of focus; a poor choice; a lack of clarity; all of these can lead to big mistakes.

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The Top Two Investing Perils


Many people invest like they are hungry and driving around aimlessly looking for a place to eat. Sure, you’re likely to find a place but it may not be the best choice. When you make investment decisions, you need context. The process of creating and updating a financial plan based on your values provides this much needed context. It’s not just a “nice to have”; it’s a “must have”.

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Financial Myth Busting

While everyday is different from the day before in some respects, in other ways (like the sun rising in the east), the past repeats itself. No one knows what the future holds but we do know, from economic history, how markets have reacted and responded to stress at various times in the past. The chart below depicts a half dozen financial stress points over the past three decades and how markets fared after 1,3 and 5 years.

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The Wealth Continuum – Where Do You Stand?

Happy New Year! With 2015 now behind and 2016 just beginning, this is a good time to focus on creating “wealth possibilities” in the year ahead. Where are you along the path towards “Wealth Wellness”? Did you make progress towards your financial life goals in 2015? What changes do you need to make in 2016? What one change would make the most difference to your financial future?

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Ideas Versus Impulses

The main theme we want to communicate during 2016 is that of Ideas versus Impulses. Good ideas, based on evidence make up the foundation of our financial planning philosophy. These trump, (or should trump), momentary impulses based on day-to-day happenings in the markets (like the first week of this year) or in the larger world.

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Your Financial Planning "Best Before Date"

Discover how to plan for your retirement while you still have "Possibilities",
rather then ending up with "Probabilities".

What You Can
Expect When
Working With Us

Choosing a financial planner is not a simple choice. We encourage you to interview several potential advisors. It is our feeling that a lot of financial people have lost their way, we haven’t. We offer a fee-only fiduciary financial planning model that validates our client-first ambitions.

Read my posts, listen to my podcasts…and when you’re ready for a real conversation about your wealth, call us.


Learn More About Working With Us Request a Complimentary Consultation

J.E. Wilson Advisors, LLC
2431Devine Street
Columbia, SC 29205
803.799.9203 or 888.799.9203

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