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Category : Blog

  • Blogging Hiatus to Focus on Clients

    By Scott Davison On Tuesday, October 01 st, 2019 · no Comments · In , ,

    When I started my financial planning practice, I had zero clients. Zip. Zilch. Nada. Because I lacked client work, I thought I’d use my excess time writing blog articles. As months and years passed, I was very fortunate that people were interested in working with me. My client list grew. In fact, my practice grew to the point where I stopped writing blog articles because I spent my days helping clients instead. Serving new and existing clients is my top priority, so I’m taking a blogging hiatus and won’t be…

  • Does Greece Matter?

    By Scott Davison On Thursday, July 16 th, 2015 · no Comments · In , ,

    It’s been a while since I posted to the blog. I’ve been fortunate enough to begin working with some wonderful families over the past few months, which has pulled me away. Providing content takes a backseat to serving clients. After all, I’m a financial planner first and foremost! I wanted to come out of hibernation to address a current hot topic: Greece. Wealthcare recently published the following piece, and I wanted to share it with you all to provide our take on things: Does Greece Matter? DISCLOSURE: To better understand…

  • Welcome

    By Scott Davison On Thursday, October 09 th, 2014 · no Comments · In , ,

    Welcome to my blog! This being my first post, I thought I’d share my vision for the blog as well as the promises I make to you, dear readers. My plan is to share and discuss financial planning topics and articles that are interesting and applicable to you. Here are my self-imposed ground rules for posting and content: Keep it short. Your time is valuable and life is busy enough as it is. My posts are intended to be beneficial, not a burden. Avoid financial jargon and buzzwords (unless I’m…

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