by Town Close Financial Planning | Apr 18, 2023 | Investment News
The TCFP investment committee met yesterday to discuss the current economic, political and investment environment. As a result the TCFP Model Portfolio will remain unchanged. Here are brief notes of our discussion: Politics It is rather as you were, there is... 
by Town Close Financial Planning | Apr 14, 2023 | General News
“You can’t get better if you don’t think you need to get better” This is a quote from Coach Beam, an American football coach at a junior college in Oakland, California. It is the obvious first step in getting better. And it’s applicable... 
by Town Close Financial Planning | Apr 12, 2023 | General News
Occurring to me recently… Thought is awareness come alive for our ego. And, “If you don’t change your beliefs, your life will be like this forever. Is that good news?” ~ W. Somerset Maugham Boring But Effective | Truthful, Helpful, Kind... 
by Town Close Financial Planning | Apr 10, 2023 | financial planning
We can either batter people until they submit (or unsubscribe) but that feels like an emotional drain but it gets us what what we want – either a customer or a rejection (so we can move on). Or we can seek to serve, from the very first moment, without prejudice,... 
by Town Close Financial Planning | Apr 7, 2023 | General News
We ought to be careful which clients we accept. We do it as business owners. We care who our colleagues are – will they be a good fit? We do it as humans – we choose our friends carefully and they do the same. But when it comes to client relationships,...