Elections, Markets and Your Financial Plan
As we inch our way toward Election Day 2020, we are receiving a natural increase in questions about the impact this will have on markets and portfolios. First and foremost, no matter what the polls and forecasts are saying in advance, we never know the outcome of an election until the votes are counted (as […]
New “Ask Buckingham” Video Series on Current State of Markets
Our back office partner, Buckingham (better known to you as BAM), recently launched a video series called “Ask Buckingham” to address common questions and concerns about the state of financial markets. Through conversations with members of the Buckingham Investment Policy Committee and research team, this series seeks to give some perspective on the current state […]
Oil Wars, Covid-19 and Markets…continued
As the coronavirus “Covid-19” makes its way around the globe, people are scrambling to wrap their arms around the latest epidemic and what it means. Thus far, it has reached 109 countries and appears to be headed for more. The overwhelming majority of cases to date have taken place in China, the country of origin, […]
Pitzl Financial Named Among Top 9 Best Financial Advisors in Twin Cities
We are honored to be recognized as one of the Top 9 Best Financial Advisory firms in the Twin Cities! The commentary below is the review originally posted at AdvisoryHQ.com: “All of our review and ranking articles are always 100% independently researched and written. Firms do not pay for their ranking or our award emblem. […]
The Problem with New Years Resolutions
As a client of Pitzl Financial, you have likely heard us reframe the modern concept of “Wealth.” While most people today associate the word with being materially rich, the origins of the word can be traced to Middle English, when it meant “the condition of well-being or happiness.” As we entered the New Year, our […]
The Life Changing Power of Expert Advice
Like most eighth-grade boys, I thought I had it all figured out. I was proudly “self-taught” and didn’t need anyone to tell me what to do, especially when it came to my golf game. My mother knew better, however. Behind my back, she scheduled a lesson for me with Troy Wright, a local golf instructor. Reluctantly, […]
How U.S. Open Winners and Successful Investors Manage Their Risks
Back in 2006, during the U.S. Open’s final day of play, Phil Mickelson stood on the 18th tee at Winged Foot Golf Club with a one-stroke lead over Geoff Ogilvy, giving him an opportunity to capture his first victory in that prestigious tournament. After a wayward tee shot, Phil, who is known for his risky […]
The Easiest Way to Reduce Financial Stress and Drop Your Handicap
Last year Rory McIlroy finished in the top 10 in 12 of 17 events and won 2 Major Championships establishing himself as a legend in the making. Those who have had the privilege of watching Rory play in person notice what an incredible ball striker he is and immediately fall in love with the distinct […]
The Art of Winning Ugly in Golf and Finance
“Good golfers, I think, have to get over the notion that they only want to win by hitting perfect shots. They have to learn to enjoy winning ugly. And that entails acceptance of all the shots they hit, not just the good ones.” – Bob Rotella, “Golf is Not a Game of Perfect” I am unable […]
This Holiday Season, Ignore the Relatives
‘Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We reconnect with the family members we see frequently and long-lost relatives alike. Reliability has become an evasive quality in today’s busy world. In the craziness and uncertainty of our day-to-day lives, we […]