David L. Bahnsen

David is the chief investment officer of The Bahnsen Group of HighTower Advisors in Newport Beach, Calif.

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Emotional problems

Personal Finance | Panic, euphoria, and uniformity can be poison for a portfolio
by David L. Bahnsen
Posted 4/19/08, 12:00 am

In my work as an investment advisor, I see financial mistakes made on a daily basis. In fact, I commit mistakes more frequently than I would like to admit. A vast array of possible errors in operating an investment plan exists, but almost all such mistakes fall into one of six categories. Here are the first three:

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Before it's too late

Personal Finance | Three key steps in estate planning
by David L. Bahnsen
Posted 4/05/08, 12:00 am

Many people find estate planning uncomfortable. Accepting mortality is hard for all of us, but proper financial planning demands it. Frequently, individuals tend to view estate planning as a mere financial exercise: what assets to give to whom, and under what conditions-but providing for the transfer of financial assets is only one piece of the puzzle.

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Death and money

Personal Finance | "You can't take it with you," but you can give it away responsibly
by David L. Bahnsen
Posted 3/22/08, 12:00 am

Comprehensive financial planning has three steps: accumulation, preservation, and transfer of financial assets. People naturally want to make money and protect what they've accumulated. The third step makes us think about what's unpleasant to consider: death, and other people acquiring our hard-earned savings. But for a believer, estate planning is among the most significant tasks God gives us.

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