john@oreillywa.com

November 12, 2016

Biased & Unbiased ..., Evidence Based Investing

The Behavior Gap & Avoiding It

john@oreillywa.com

November 12, 2016

Biased & Unbiased ..., Evidence Based Investing

ADVICE IS CRUCIAL BECAUSE….MISTAKES COMPOUND

john@oreillywa.com

November 10, 2016

Biased & Unbiased ..., Evidence Based Investing

Solving the biggest 401(k) Problem

john@oreillywa.com

November 10, 2016

Biased & Unbiased ..., Evidence Based Investing

Today's 401(k) fund lineups result in under-performance and that under-performance compounds over years leading to account owners with 1/2 of the total of what they could have had. That's awful! We have a solution!

john@oreillywa.com

August 7, 2016

Biased & Unbiased ..., Evidence Based Investing

What's better than a DRIP - Dividend Reinvestment Program?

john@oreillywa.com

August 7, 2016

Biased & Unbiased ..., Evidence Based Investing

DRIPs cause you to build a position in one company stock - that is concentration not diversification. In investing, concentration is our enemy and diversification is our friend.

john@oreillywa.com

July 14, 2016

Biased & Unbiased ..., Estate Planning, Evidence Based Investing, Financial Planning

Roth IRA for Hard-working Kids: Over $1M at age 65 tax-free!

john@oreillywa.com

July 14, 2016

Biased & Unbiased ..., Estate Planning, Evidence Based Investing, Financial Planning

Great idea: Act now to set your children on the path to have approximately $1.5M tax free at age 65. Savings from summer jobs starting at age 10 totaling just $17,100 by age 29 can set your children on a wonderful retirement plan.

john@oreillywa.com

July 4, 2016

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

How to have $200k to $760K more for retirement

john@oreillywa.com

July 4, 2016

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

In two hypothetical situations investors finished thirty years of 401(k) saving and investing with $208,000 to $762,000 less than what they could have had by avoiding various types of mistakes.

john@oreillywa.com

June 18, 2016

Biased & Unbiased ..., Evidence Based Investing, Media Influences

How to Choose the Best Wines and Win Bets at Del Mar!

john@oreillywa.com

June 18, 2016

Biased & Unbiased ..., Evidence Based Investing, Media Influences

One of the many great attributes of my family is that the vast majority of the time we do not take ourselves too seriously individually or as a family. Life is too short, isn’t it?

john@oreillywa.com

May 18, 2016

Evidence Based Investing, Biased & Unbiased ..., 401(k), Financial Planning

The "Elephant" that Morningstar's Latest Study Ignores

john@oreillywa.com

May 18, 2016

Evidence Based Investing, Biased & Unbiased ..., 401(k), Financial Planning

Dear Readers: I am looking into your eyes with the most sincere expression on my face and in my heart and I am saying and writing:“THERE IS NO DEBATE HERE!

john@oreillywa.com

May 9, 2016

Biased & Unbiased ..., Evidence Based Investing, Media Influences

Lower Quarterly GDP & Subsequent Stock Market Moves

john@oreillywa.com

May 9, 2016

Biased & Unbiased ..., Evidence Based Investing, Media Influences

An analysis of 68 years of data shows that stock market returns 3 months after the bottom quartile of GDP reports do not differ significantly from the overall average.

john@oreillywa.com

April 5, 2016

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

New DOL Rule Just Issued April 6, 2016

john@oreillywa.com

April 5, 2016

Biased & Unbiased ..., Evidence Based Investing, Financial Planning

Securities Attorney's Opinion: “It’s a watered-down version of what many of us thought would be a stringent fiduciary duty. There are carve-outs and holes in this rule that you could drive a pretty big Mack truck through.”

john@oreillywa.com

March 30, 2016

Biased & Unbiased ..., Estate Planning, Evidence Based Investing, Financial Planning, Media Influences

How does a Friendly Financial Firm Compare to a Truly Caring Firm?

john@oreillywa.com

March 30, 2016

Biased & Unbiased ..., Estate Planning, Evidence Based Investing, Financial Planning, Media Influences

As I formed the business every decision was tested by asking, "Does this decision serve our future clients by maximizing the probability that they achieve their financial goals?" We gently hold you accountable to taking the actions necessary to get on a better path financially, even when that is uncomfortable for us.

john@oreillywa.com

January 13, 2016

Biased & Unbiased ..., Estate Planning, Evidence Based Investing, Financial Planning

Catholic Seniors Financial Session 2016

john@oreillywa.com

January 13, 2016

Biased & Unbiased ..., Estate Planning, Evidence Based Investing, Financial Planning

This blog serves as a depository of links to documents, websites and videos mentioned in my talk, as well as the presentation itself.

john@oreillywa.com

January 6, 2016

Biased & Unbiased ..., Financial Planning, Evidence Based Investing

A Fun TV Advertisement that Makes an Important Point

john@oreillywa.com

January 6, 2016

Biased & Unbiased ..., Financial Planning, Evidence Based Investing

You've all seen the Allstate insurance "mayhem" commercials. Here's a 15 second one that drives home a critical point for those that want their future to end up in a better place!

john@oreillywa.com

November 14, 2015

Biased & Unbiased ..., Evidence Based Investing

The Fallacy & Frustration of 401(k) Fund Selection

john@oreillywa.com

November 14, 2015

Biased & Unbiased ..., Evidence Based Investing

For you 401(k) plan sponsors out there - it's important for you to know the history behind the difficulties of monitoring and choosing funds in your company's 401(k) plan - and how you might make your 401(k) better.

john@oreillywa.com

October 16, 2015

Biased & Unbiased ..., Evidence Based Investing, Media Influences

Poor old diversification is so misunderstood and misapplied

john@oreillywa.com

October 16, 2015

Biased & Unbiased ..., Evidence Based Investing, Media Influences

Diversification...is misunderstood and misapplied by both investment pros and non-pros alike. Let's get the diversification misunderstandings, understood.

john@oreillywa.com

October 7, 2015

Biased & Unbiased ..., Evidence Based Investing, Financial Planning, Media Influences

Spock's advice on Live Long and Prosper in the Market

john@oreillywa.com

October 7, 2015

Biased & Unbiased ..., Evidence Based Investing, Financial Planning, Media Influences

One of the challenges of financial planning and investing is keeping a clear head as markets go up and down. We're talking about serious emotions and many financial media pundits fan the flames making it worse.

The Behavior Gap & Avoiding It

Solving the biggest 401(k) Problem

What's better than a DRIP - Dividend Reinvestment Program?

Roth IRA for Hard-working Kids: Over $1M at age 65 tax-free!

How to have $200k to $760K more for retirement

How to Choose the Best Wines and Win Bets at Del Mar!

The "Elephant" that Morningstar's Latest Study Ignores

Lower Quarterly GDP & Subsequent Stock Market Moves

New DOL Rule Just Issued April 6, 2016

How does a Friendly Financial Firm Compare to a Truly Caring Firm?

Catholic Seniors Financial Session 2016

A Fun TV Advertisement that Makes an Important Point

The Fallacy & Frustration of 401(k) Fund Selection

Poor old diversification is so misunderstood and misapplied

Spock's advice on Live Long and Prosper in the Market

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