Estimated Reading Time: 2 minutes Oftentimes a good remodel can be a catalyst for positive change. My wife and I recently did a ‘refresh’ of part of our house and it’s remarkable how good this makes you feel once the…
Estimated Reading Time: 7 minutes Maintaining financial balance can be a daunting challenge. Balance is crucial since this provides stability and steadiness. Ultimately, financial balance protects you from falling or even failing financially. These 28 steps will help you achieve…
Estimated Reading Time: 2 minutes If you put your mind (or really your emotions) to work on it, you can always find troubling signs in the stock market. The late summer swoon accompanied by increasing volatility has brought many of…
Estimated Reading Time: 2 minutes Trust is inseparable from risk. We expose ourselves to both poor experiences and poor outcomes if we place our trust in the wrong person or organization. But what exactly is trust and how can we…
Estimated Reading Time: 3 minutes Most financial decisions come down to a battle between the heart and the head. The interesting thing is many people totally discount the impact of emotions and contend that their decisions are based only on…
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…
