Decisioneering Inc.

  • A Monte Carlo Case Study

    By Staff Writer  |  September 1, 2007

    Recently, a client brought a life insurance illustration to me that he had received from his insurance agent. The insurance company illustration projected that if...

  • Awash in a Sea of PhDs

    By Mike Patton  |  May 25, 2007

    This was an important week, both in a long-term strategic sense and from a current perspective. On the strategic front, I spoke at an annual...

  • Writing Financial Plans; Creating a Marketing Kit

    By Mike Patton  |  May 18, 2007

    This past week I presented my first financial plan as an independent. I analyzed several scenarios to determine the proper course of action for the...