Author: Jonathan Harrison, CFP®

This Week is Exactly Why You Need a Long Term Plan  August 26, 2015 by Jonathan Harrison, CFP®

Handling market volatility ahead of time You may have noticed that the stock market did a little something this week. I don’t know how you could’ve missed it. Every news site, TV channel, and soci…

6 Ways to Use Questions as Jedi Mind Tricks  August 17, 2015 by Jonathan Harrison, CFP®

In one of my favorite scenes from the TV show The Office, Robert California (the boss after Michael Scott) is able to start a conversation with the normal, “How are you today?” and then use someon…

Why is money so important?  August 6, 2015 by Jonathan Harrison, CFP®

I frequently have conversations with people about money. It’s the defining function of my job. Some people have a lot of money that they want to live off of. Others have just a little and want to gr…

The Best — and Cheapest — Investment You’ll Ever Make  July 20, 2015 by Jonathan Harrison, CFP®

Warren Buffett is renowned for his investment savvy. In the 50 years he’s owned Berkshire Hathaway, its value has increased a whopping 1,826,163%. His success at buying profitable businesses has ta…

How financially close are you to your spouse?  June 25, 2015 by Jonathan Harrison, CFP®

  I look forward to that point in the meeting when the chairs of the husband and wife I’m meeting with swivel inward so they are facing one another. When we reach that moment it means the coup…