2023-01-24 19:09
By Russell Holcombe, MTx, CFP®
After decades of experience working with clients in various stages of the wealth-building process, it became clear that the industry-standard approach f… Read More
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Financial Planning Blog | Holcombe Financial, Atla Blog
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We regularly post financial planning advice and out take wealth management here on our blog.
2023-01-19 22:34
By Russell Holcombe, MTx, CFP®
As we start a new year, many of us are thinking about the progress we want to make in 2023. Yet it’s an especially challenging time to think about… Read More
2023-01-11 01:22
By Russell Holcombe, MTx, CFP®
Today I want to talk to you about one of the biggest mistakes I see in the financial planning world: the focus on the balance sheet. Please watch this q… Read More
2023-01-06 01:08
By Russell Holcombe, MTx, CFP®
Tax planning can get complicated fast—especially when you factor in things like equity awards and deferred compensation. If you like to avoid thin… Read More
2022-10-02 20:45
By Russell Holcombe, MTx, CFP®
The deferred compensation plan (DCP) is a non-qualified executive benefit plan which allows employees to defer wages to a future tax year. This ca… Read More
2022-08-05 02:10
By Russell Holcombe, MTx, CFP®
What would you do if you didn’t have to worry about money and only worked when, how, and where you wanted? Sounds like a dream, right? This may se… Read More
2022-06-29 17:26
By Russell Holcombe, MTx, CFP®
I wake up early by most standards, a ludicrous hour for those that enjoy sleep. For me, reading is best done early, and these days I find it more intere… Read More
2022-06-06 16:53
By Russell Holcombe, MTx, CFP®
Making the decision to work for a startup or even a late-stage company usually means you’re sacrificing current compensation to receive partial pa… Read More
2022-05-13 00:02
By Russell Holcombe, MTx, CFP®
“What do you think?” she asks with a rhetorical tone. I look at the numbers, but we both know what they’re telling us. I respond, &ldq&hell…Read More
2022-04-07 20:42
By Russell Holcombe, MTx, CFP®
One of the hallmarks of any successful financial outcome is a strong and realistic investment plan. Your investment philosophy is necessary for your fin… Read More
2022-03-08 23:16
By Russell Holcombe
If you’re like most employees, you’ve probably heard about the importance of a 401(k) plan from more than a few of the experts. It makes for an easy headli… Read More
2022-01-03 16:03
By Russell Holcombe, MTx, CFP®
Working for a startup can be an amazing opportunity. Being at the cutting edge of innovation, startups shape our future — and you were there when… Read More
2021-11-29 03:11
By Russell Holcombe, MTx, CFP®
Do you know how hard it is for an ambitious 8-year-old to find a job? Mowing yards for neighbors was not something I enjoyed. Thankfully, I was able to… Read More
2015-10-13 15:35
Here’s an investment opportunity for your consideration. It’s managed by an investment committee that seeks to build a portfolio to be representative of the U.S. economy. The com… Read More
2015-10-13 15:35
Here’s an investment opportunity for your consideration. It’s managed by an investment committee that seeks to build a portfolio to be representative of the U.S. economy. The com… Read More
2015-09-22 13:45
It’s not unusual for my phone to ring in the wake of a financial crisis. May 6, 2010 was one of those days. Around 2:30 that afternoon, the Dow Jones Industrial Average plunged n… Read More
2015-08-11 13:45
At Holcombe Financial’s recent client learning event about “Behavioral Biases and Their Investment Limitations”, my favorite story was about Sir Isaac Newton’s e… Read More
2015-06-18 15:41
“Experience is the worst teacher. It gives the test before giving the lesson.” Unknown
The book “What I learned losing one million dollars” by Brendan Moy… Read More
2015-05-12 12:23
Yes, but not in the ways that most people think. When someone experiences a liquidity event, it is often accompanied with visions of a new home, new car, redecorating the house, a new pool i… Read More
2015-04-30 03:08
Corrected as of May 11, 2015. Original draft blog was inadvertently published April 29, 2015.
Divorce is never easy and always painful. But as an entrepreneur divorce can put your business i… Read More
2015-03-17 13:50
On our annual ski trip, we decided to ride the California Zephyr, which cuts an unimaginable path through the Rockies. We arrived at the terminal in Denver at 7 am to check our bags an… Read More
2015-02-13 17:35
The last five years have been nothing more than spectacular for those that endured the stock market collapse of 2008-09. Now we find ourselves six years post crash, market performance… Read More
2015-01-13 18:06
I have written about retirement before, even arguing “Don’t save for retirement” at times to make the point that saving for retirement is not about building a certain amoun… Read More
2014-10-16 04:24
The Wall Street Journal posted a video of an imaginary couple making $400,000 and how they would still only ‘just get by’. The Huffington Post and other media outlets were quick… Read More
2006-06-07 11:16
Being in Omaha, Nebraska the weekend that Warren Buffett published his annual letter to shareholders was a great moment to spend time reading some of his older letters. All are online, at th… Read More
2006-06-07 11:16
Crosshairs are only good up close. The longer the shot, the more likely the wind will move your shot off target. And so, snipers learn to aim away from the target to adjust for the journey t… Read More
2006-06-07 11:16
After two gate changes and a mad dash at the Atlanta airport, I ducked into the bookstore while I waited for the passengers to deboard our delayed flight. I decided to look at the fina… Read More
2006-06-07 11:16
In the last 60 days, two Atlanta companies sold for more than $700 million. Founders, employees and investors who toiled for years with the hope of a better future realized their dream… Read More
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