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I’m a no bull advocate for my clients, looking out for their best interests first and always.
I don’t always think what we do is complicated, but people seem to appreciate the help and benefit from it.
Being able to help people reach their most important goals is extremely enjoyable, as a result, what I do doesn’t feel like work.
In addition to a lot of great on the job experience, I was also fortunate to have an excellent education as well. This included undergrad at The University of San Diego for a degree in finance and a minor in psychology, a Certificate in Financial Planning at Southern Methodist University, and a Masters of Security Analysis and Portfolio Management from Creighton University.
I'm a voracious reader and follow over 100 news sources daily. The best of what I find is shared on LinkedIn and Twitter, or in my periodic newsletters.
In addition to my love of helping people with their finances, I believe in sharing and giving back to the community. I do this by performing pro bono financial planning services where I can and also support Let's Go Fishing.
Spending quality time my wife Allison and our four children is everything to my non-business world. We love swimming, boating, camping, fishing, and taking time to relax with family and friends.
Some of my articles below, thanks for taking a look!
-Tom Gartner, MSAPM, CFP®
If you know someone who is grieving, these rough notes may be helpful
Dance Like the Undertaker
CHARTS AND INFOGRAPHICS
So excited with my new normal distribution device!
Outlook Productivity Tip
If you like visual representations of financial data, here are some of my recent favorites
Some really remarkable volatility levels and more
Some of my favorite big picture updates from JPM
I literally just got 10 Trillion dollars in the mail
Some more charts and graphs that I thought were interesting
Eight late-stage college planning strategies you don't know about but should
Did you ever hear these sayings?
Times continue to change for the better
I feel duped
FINANCIAL AND ESTATE PLANNING
Stress Testing – What if I get killed in a car accident today?
Loving Equally and with Mathematical Precision
The Cabin Trust Solution
What are your dominant charitable motivations?
‘Tis the season to consider giving, and here is some food for thought:
Schwab is now providing charitably minded clients a checkbook for their IRA’s!
Why not have your cake and eat it too?
The Financial Football
The Million Dollar Meeting
Fitbit For Your Finances
Should I take an early distribution from my retirement account?
Bad News for Charities
The top 10 reasons someone actually seeks out (financial) advice
99 things to do with extra cash
Sometimes Tom’s Articles Bore Me...
Paperwork is boring but it can be good
We are excited to announce the launch of your new online account dashboard!
If you have Schwab accounts with our firm, some of the potential benefits to you include: Quickly view all of your accounts on one page with the household view Access up to date balances, account values and create custom reports Share...
The big data breach and you
BREAKING NEWS: NOT ALL HEADLINES ARE IMPORTANT
Another Day Another Dubious Fear Mongering Sales Pitch
PSA on Health Savings Accounts
Costco tip to maybe save you $400
Allison may hate this, but I think our maintained $4,000 SUV works just fine
Will your kid’s or grandkids be going to private school?
The World is Changing, Should Your Investments Change Too?
What is a “Hybrid Bond” Investment
The Dow just passed twenty-six thousand, should you sell?
When will the market crash?
It seems like every weekday for the last five years someone has asked me, “When is the stock market going to crash?”
You never know
Gut Check - Now that the market is high, it may be time to revisit the risk
If you bet on the end of the world and you “win”, who are you going to collect from?
Knowing That We Don’t Know
I had the opportunity to hear a billionaire speak the other day.
What to do with extra cash
On Market Timing and Risk Management
So, you are eligible for the company's 401k. Now What?
How to Make Money on Your Tax Payments in Retirement?
How your tax bracket might change and 7 other great infographics
Tax Planning for 2018 to 2025
On December 31st, 2025 Federal taxes are scheduled to go back to the 2017 rates.
Decision Decisions – If you get to the bottom maybe you should convert some dollars to a Roth IR
Turning 70 can be a confusing time for investors
I'm Moving to a No Tax State, Do I Need A New Financial Planner?
New Capital Gains Tax Rates
The Marriage Penalty and You
An 8% Simple Return for Eight Years
Social Security tips from the Guru herself