Charleston Financial Blog

The Hidden Reasons People Spend Too Much

Posted by Myles B. Brandt, M.S., CFP® on 6 November 2015

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The Wall Street Journal has a great article, "The Hidden Reasons People Spend Too Much," which highlights some of the shortfalls of our thinking when it comes to budgeting and saving. Behavioral Finance has taken off in the past few years and hopefully our understanding of it will improve the financial security of all.

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Aging in Place

Posted by Wm. C. Prewitt, M.S., CFP® on 15 June 2015

Recently Charleston Financial Advisors, LLC, held a roundtable for clients and friends on the subject of Aging in Place (AIP).  AIP is more a mindset than a place to live: it is the ability to transition and adjust as changes occur. 

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My Biggest Financial Lesson

Posted by Myles B. Brandt, M.S., CFP® on 26 March 2015

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The New York Times has a great Your Money Special Edition series called "My Biggest Financial Lesson" in which contributors share stories that mark a turningpoint in their thoughts about money.

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Nothing Average about Index Returns

Posted by Myles B. Brandt, M.S., CFP® on 18 March 2015

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There is this notion among investment professionals and investors that indexes produce the average return...and who wants to be average? The only problem is, there is nothing average about it. According to the newest SPIVA scorecard, the S&P 500 yet again beat the vast majority of US large-cap fund managers in 2014, 86.44% of them to be exact.

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The Panic About the Dollar Revisited

Posted by Myles B. Brandt, M.S., CFP® on 12 March 2015

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This has been an interesting few months. Quantitative easing officially ended. Oil prices dropped substantially and pose interesting geo-political implications yet to be seen. And through all of this, markets continue doing their thing: absorbing new information and attempting to create a fair price for an asset.

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