Author: Chris Benson - I just got back from an amazing 10 night family vacation in Costa Rica. My wife and I had previously visited the country for our honeymoon but this time we went with our two boys (4 and 15) and my parents. It might not have been quite as relaxing this time around, but it was still a great experience. A few stories from our trip helped reinforce some important lessons to me about money and life, so I thought I'd share them.
Author: Lyle Benson - In June I went to my first yoga festival, Wanderlust, at Stratton Mountain Resort in Vermont. My wife and I joined our daughter, Jessie, who was teaching her FloYo (stand up paddle board yoga) classes at the event. Wanderlust was started in 2009 and has been held in a number of amazing locations around the world each year.
Author: Chris Benson - Reading the news headlines in 2017 might have you wondering if the world is coming to an end. We’ve seen daily presidential tweetstorms, endless Russian investigations, terrorist attacks in London, North Korean missile testing and we still don’t have new health care legislation or a tax reform bill. And yet the world economy and global investment markets have continued to shrug off all the bad news to march steadily higher.
Author: Chris Benson - I'm often asked why we are willing to put so much of our time, energy and money into speaking and attending conferences. The reason is that everything I put in has always come back to me tenfold in the knowledge I take away, connections I make, and ideas I hear for improving the services we provide our clients. I am a firm believer that it's important to never stop learning and to constantly challenge your existing beliefs with new information.
Author: Lyle Benson - Helping clients transition into and through retirement will be critical to the success of financial planning practices in the coming years. We provide a valuable service as many of our clients move into this phase of their lives. For our clients, managing the spend-down phase is very different on many levels than the accumulation phase. It is important for us to understand this also as we work with clients in this area.
Author: Chris Benson - You might not know Charlie Munger, but you've certainly heard of his more famous business partner, Warren Buffett. Both men attribute much of their success to the countless hours they spend reading and learning. It's an attribute we try to emulate here at L.K. Benson & Company as we spend time each and every day keeping up with the latest financial news and research.