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Paula Hogan
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Paula Hogan

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In the midst of a tumultuous election season and in a world that feels in disarray, I find it helpful to pause and consider how well do I actually understand the differing points of view at large in the public forum right now. If you share this point of view, you might find the following books as thought-provoking as I have in my last few months of reading.

Each book offers a window into an important thread in our current public conversation (3 identified below). The unifying themes are the intersection of personal and cultural identity, and the importance of the person-to-person relationship.

http://blog.paulahogan.com/wealthinking/four-fun-books-about-what-really-makes-the-world-go-round
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A risk management approach to your finances means that you focus on what you can control (risk and risk protection strategies), not on what you cannot control (returns).

http://blog.paulahogan.com/wealthinking/portfolio-planning-in-retirement-the-risk-management-approach
A risk management approach to your finances means that you focus on what you can control, not on what you cannot control.
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Whoa—the New Year is already underway. Are you ready? Here are some ideas for starting the New Year off right (and realistically) before it’s too late.
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Highlights from the CFA conference this year:

http://blog.paulahogan.com/wealthinking/investing-in-a-changing-world
"Investing in a Changing World" was the organizing theme for the CFA conference this year. Key themes included the business and ethical case for doing good, the impact of technology, and geopolitical trends.
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There is a whole body of research aiming to define procrastination and its consequences -- and also why it happens and what you might do about it. You are not alone!

http://blog.paulahogan.com/wealthinking/procrastination
When you procrastinate, it’s a painfully solo journey. But there is a body of research aiming to understand why it happens and what you might do about it.
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Here's how disciplined investors incorporate value stocks into their portfolios -- and take the drama out of day to day investment decisions.
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This is a guest post from my friend and mentor Ed Jacobson, the author of Appreciative Moments from which this delectable Thanksgiving essay is exerted Enjoy!
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In the prior post, we described reverse mortgages as an emerging, multi-purpose planning tool for managing cash flow in the second half of your life. In this post, let’s take a look at some nitty gritty details on the costs and mechanics and history of reverse mortgages.
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Earlier this month I was pleased to attend the 17th Annual Meeting of the Retirement Research Consortium. As in prior years, I came home with new insights, useful information, and heightened appreciation for the connection between academic research, sound public policy, and individual financial planning.

http://blog.paulahogan.com/wealthinking/what-do-we-know-about-retirement
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PaulaHogan is a fee-only financial advisory firm offering comprehensive financial planning and portfolio management services.
Introduction
Paula H. Hogan, CFP®, CFA is the founder of Paula Hogan, a Milwaukee-based fee-only financial advisory firm offering portfolio management services and comprehensive planning services to individual and families.  Her firm is nationally known for thought-leadership in the financial planning field and in particular for combining an understanding of sound economic planning principles with a detailed and nuanced understanding of each client's circumstances and preferences. The firm's investment strategy is centered on the use of low-cost asset class (index) funds, for example as provided by Dimensional Fund Advisors . The firm's philosophy is described in this May 2013  Research Magazine cover story and it is delivered on the day-to-day to clients by the firm's team of professional advisors.
             
Paula has contributed to the field of financial planning through both service and thought-leadership.  She served on the national Board of Directors of NAPFA 1999 to 2001 and on the national board of the Financial Planning Association (FPA) from 2009 to 2011. She currently serves on the licensee board for Money Quotient®.   NAPFA awarded Paula its Robert J. Underwood Award for her substantial contributions to NAPFA and to the financial advisory profession in 2002. She has written several articles for the Journal of Financial Planning and also the AAII Journal, and co-authored papers for the Wharton Pension Research Council symposium in May 2012 and for the John Marshal Law School Annual Employee Benefits Symposium in April 2013. Bloomberg Wealth Manager/AdvisorOne has named Paula one of Top 50 Women in Wealth and has also named her firm as one of the nation's top advisory firms in multiple years.
 
Locally, Paula has been recognized as a Milwaukee Magazine 5-Star Wealth Manager annually since 2009. She currently serves on the board of directors for the St. Camillus retirement community and on the advisory board for Stowell & Associates.
 
Her education includes an Economics degree from Princeton University and a Master of Science degree from the Harvard School of Public Health.
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414-352-9111
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250 West Coventry Ct #202 Milwaukee WI 53217