Tag Archives | behavioral coaching

MakingMoneyVsManagingMoney

Making Money versus Managing Money

Since we work with successful individuals, by definition, our clients know how to earn money.  Making money is hard enough, but managing money is infinitely more difficult. The skills and instincts necessary for one can actually hinder the other. A significant component of how we help clients revolves around navigating clients away from the “shallows […]

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Perfection Not Required

Among the benefits of having literally thousands of client interactions over the years is this…we have seen almost everything! From routine missteps to huge lifestyle altering lapses, we have witnessed these many times. Our purpose does not require perfect people. Clients come here “as they are”, with wide ranging histories that usually include numerous financial […]

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The Illusion of Solutions

So much time and energy are needlessly expended every day trying to intellectually solve what is not solvable. Investors and indeed most “advisors,” accede to the illusion of solutions, best answers, and strategies that seek “certainty.” The grand majority of insurance and investment products are marketed as precise solutions to very specific  financial maladies. Annuities […]

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How To Survive The Coming Correction

The often unspoken worry of many investors is what to do if a market correction is coming. Well, indeed there will be a market correction in the future, and another one after that. In fact, on average, the yearly declines of the S&P 500 exceed 14%! Since a stock market correction officially takes only a […]

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The Belief-Reactivity Hypothesis

The reason most Americans continue along a self destructive course towards financial disaster has nothing to do with investment returns. Yes, returns matter but they pale in comparison to what you believe, your internal operating system that determines how you actually save, (or even if you save), and invest. These beliefs ultimately impact the choices […]

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The Four Root Causes of Financial Failure

Our mission is to help make our clients’ lives better. That is why we are here. However, some clients undermine their own financial well being by what they do and what they don’t do. Everyone knows the symptoms, but what are the real root causes of financial failure and how can they be avoided? Vague […]

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Are You Afraid of Change?

Behavioral coaching is among the most valuable aspects of our work with clients. We believe that financial planning is primarily about action and that the best advice in the world is of no real value unless it is acted upon. We engage clients in discussions about behavioral biases and work to change financial behavior where […]

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Retirement

Slaying the Retirement Dragon

Reaching retirement and maintaining your lifestyle in retirement is the functional equal of St. George slaying the mythical dragon. We recently completed work on an E-book titled “9 steps to Slaying the Retirement Dragon”. Since the founding of our firm in 1982, individuals planning for retirement have been prevalent. This E-book provides a systematic overview […]

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