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What is your financial planner actually helping you plan? A holistic picture of your financial health, or just a stock a portfolio? Many advisory firms are simply stock brokers by another name. At Handwerk MFO we are managing wealth in a way you have never seen before. Join us here for a completely new take on managing your wealth, ideas from the industry, and emerging trends. You never know, you may just find the pink elephant.  

What is the Pink Elephant 

 

Wednesday, November 8, 2017

This article is meant to give a brief overview of defined contribution retirement plans. My goal is to expose the reader to the vast variety of retirement plans aside from the IRA. ERISA (Employee Retirement Income Security Act of...

 

Wednesday, October 25, 2017

This is the second article in a two part series on portfolio construction. The first article concentrated on the use of Stocks and Bonds in constructing a portfolio as outlined in the seminal work of Harry Markowitz in 1952. This...

 

Wednesday, October 11, 2017

When I was in college I ripped a ligament in my knee. I went to the specialist, he told me the surgery success rate was about 50% and recovery would be prolonged and intensive. Ten years later, fixing an ACL was no longer a low...

 

Wednesday, September 27, 2017

This article is one in a series which focuses on retirement plans. As a business owner, the importance of building up a significant amount of money in a retirement plan cannot be overstated. There are many aspects of retirement plans...

 

Wednesday, September 13, 2017

In mid-April 2011 a prominent bond rating service downgraded the outlook for US debt to negative. Basically, what that means is, there is a one in three chance that the agency may actually lower the US credit rating from AAA to AA...

 

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Wednesday, August 23, 2017

I recently attended a conference where Salim Ismail gave an presentation and his views of the future. In over 30 years of attending conferences and seeing over 100 speakers, his presentation was easily the most important! Ismail is the...

 

Wednesday, August 9, 2017

This article will focus on factors which may impact the quality of life in your retirement. Figuring out how much money you need to retire is dependent on many factors. Too many people rely on software to help them plan their financial...

 

Wednesday, July 26, 2017

What’s in a Name? When you go into a physician’s office, what is your expectation? For example, if I had constant headaches and went to my general family physician, I would expect her to have graduated from a medical...

 

Wednesday, July 12, 2017

There are several misconceptions floating around the market about retirement planning, and believing (or worse, being advised) that you should be planning for retirement based upon these financial myths could create a situation in...

 

Wednesday, June 21, 2017

The Virtual Family Office Every year I take some time off and reflect on how I’m working with families and how I can improve my company to better serve my clients. Over the past year, I have been working on providing more and...

 

Wednesday, June 7, 2017

Handwerk Multi Family Office (HMFO) offers a multidimensional and personalized approach to managing the financial life of affluent families, individuals, and privately-held business owners. Unlike traditional wealth management firms...

 

Thursday, May 25, 2017

This is the third and final installment in three-part series in which we have been discussing advanced planning with a multi family office and what it means for the affluent family or privately-held business owner. In the first article...

 

Tuesday, May 9, 2017

In the first article of this three-part series we discussed the ambiguity surrounding financial planning, and how that can lead to a poor client experience and potentially poor outcomes. The performance you receive is dependent solely...

 

Wednesday, April 26, 2017

Advanced Planning in a Multi Family Office (MFO Series Part 1) What does financial planning mean to you? More than likely, every person reading this article will have a different answer because the term is, in a word, ambiguous. This...

 

Tuesday, March 7, 2017

At the end of each quarter, and more importantly at the end of each year, I review what occurred in the investment markets. Only by reviewing where we have been can we attempt to project where we are going, so a thorough year-end...

 

Monday, March 6, 2017

Have you ever seen a pink elephant? Perhaps you are wondering why we would ask such a question. Surely pink elephants don’t exist; they’re just mythical creatures, like the unicorn or Sasquatch. Yet I would suggest that...