Estimated Reading Time: 2 minutes Investment graphs and performance charts don’t provide the answers; Market forecasts don’t either; Life is what matters. In our work, we listen, guide, and advise clients about life. That’s why what we do matters. Without…
Estimated Reading Time: 4 minutes Most financial decisions are a battle between the world as it is and the way we want the world to be; between reality and wishful thinking. To avoid letting wishful thinking put you on the…
Estimated Reading Time: 2 minutes Do you make money decisions because of pain? Most of us do, even if this isn’t fully acknowledged. Among the first descriptors in the definition of pain is punishment. People with financial pain feel like…
Estimated Reading Time: 3 minutes Investing should be done not just for good returns but for a particular purpose. That exact purpose varies from person to person but one commonality we all share is our investing lifetime. As I explain in the…
Estimated Reading Time: 2 minutes Words and descriptive phrases within medicine, finance, and even sports can sometimes sound weird and off-putting. Many of the words used by non-advisors (brokers, insurance salespeople, etc.) in the investing realm, however, are deliberately meant…
Estimated Reading Time: 2 minutes Everyone invested in the stock market over the past few months knows what risk feels like. That uneasy feeling in the gut appeared rapidly as the day to day market declines took hold in the…
Estimated Reading Time: 3 minutes The first month of the year is a good time to focus on physical and financial health. On the physical wellness side, if you have turned on a TV or computer recently, chances are you’ve…
Estimated Reading Time: 3 minutes There are innumerable emotions that contribute to anxiety about temporary drawdowns in the stock market, but really just two underlying reasons. The first reason investors become anxious is because market declines underscore the gap between…
Estimated Reading Time: 3 minutes If you held tight and didn’t fall prey to desperation and fear over the past few months, you deserve a hearty congratulations. Exercising patience and discipline is something most investors find very difficult when the…
Estimated Reading Time: 2 minutes To some investors, the past few weeks in the market foretell coming doom and gloom. After all, there are dozens of big worries that the market has to overcome. The looming debt crisis, China trade…
