Archive | Financial Strategies

Stop It! You Don’t Know When Stocks Will Fall

The “prediction addiction” is alive and well. Everyone on the planet has an opinion about the stock market direction, but mostly these are manifestations of deeply rooted behavioral biases. All forms of media overflow with stories about investing at “the right time”. Total nonsensical garbage. The “ right time” is a myth. Never mind, investors […]

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Three Cures for Financial Sickness

“With confidence gained from more than a decade of fine tuning financial trade offs and priorities, Joe and Betty are well positioned to achieve their most important life goals”. Such might be a sentence from our review meeting notes for an established client that has demonstrated discipline and focus in their financial decision making process. […]

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The “Never Having to Say You’re Sorry” Investment Plan

Recall the line from Love Story “ Love means never having to say you’re sorry”? The line was so important that it was used at different times in the film by both of the lead characters. With the typical stock picking, market timing investment strategy used by Wall Street brokers, much of the time the […]

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Can You Unpack the Suitcase?

I am pleased to be among the 100 advisors named to the INVESTOPEDIA 100 Most Influential Advisors List. Investopedia is the world’s leading source of online financial content. The Top 100 list was compiled by their content science team based on the ability to engage audiences across multiple media channels. I have been selected for a […]

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How to Avoid Financial Neglect

Remember the last time you went for a dip in the ocean? Unless you were very careful, you likely drifted 50 or 100 feet away from where you started in just a matter of a few minutes. The tide and undertow are powerful forces. You probably didn’t intend to move down the beach but it […]

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7 Questions You Must Answer Before Retirement

Almost 10,000 Americans turn 65 years of age each day. Most are poorly prepared for what lies ahead. We have isolated seven questions that everyone must answer BEFORE they retire. These questions are: When Will You Retire? Where Will You Retire? When Will You Take Social Security? What Will Your Health Insurance Coverage Be? How […]

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Days or Decades?

Each and every one of us has something in common…we don’t know if we are going to be alive for days or decades. Understanding the basic framework of life expectancy and how that impacts your financial decisions is a crucial part of financial planning. Your individual life expectancy is unknown and this uncertainty is the […]

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Are You Focused on the Journey or the Destination?

Every client that we see has some idea of where they want to go… the desired destination. The inevitable bumps in the road, however, push many individuals to veer off course. Ultimately, accomplishing what you want financially means being able to “stay in your seat”. The media pundits treat daily price movements in the financial […]

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Be Careful What You Believe; The Prison of Two Ideas

I recently came across a provocative article written by Greg Gutfeld titled “The Prison of Two Ideas”. While the article is mostly about political beliefs, the main theme carries over to the world of investing and personal finance as well. As Gutfeld explains, in modern parlance, you are either for or against “X”. Many have […]

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In Charge or In Control?

Do you seek to be in charge of your financial future, or are you trying to be in control? Being “in charge” implies that you are taking responsibility. Trying to be “in control” means you are attempting to command or regulate what occurs. We often advise clients that “inputs determine outcomes”. This means that a […]

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