Tag Archives | financial success

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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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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No Investment Unicorns Here

Let me be blunt. Most individuals are looking for investment unicorns. Myths and hype, however, won’t solve chronic financial conditions. Investing truths will. It reminds me of Jack Nicholson’s line as Colonel Nathan Jessup in A Few Good Men, “You can’t handle the truth!” We’re in the life saving business. The truth is, most investors […]

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How To Deal With Life’s Unexpected Moments?

Life is made up of many unexpected moments, both those that are good, as well as those, not so good. This is exactly what financial planning is about; helping you navigate a path towards your goals, especially when things “go bump in the night”. A few years ago, a documentary film about former Secretary of […]

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You Probably Don’t Need Advice

Urgency and Advice A large percentage of the individuals who contact us say they need “advice”. What this usually means is that they want a resolution to an urgent problem. The situation is urgent because often it has been ignored and the opportunity for a “painless” remedy has long since passed. They now are faced […]

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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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“Quo Vadis”- Where are You Going?

The classical Latin phrase Quo Vadis means “where are you going?” In tradition, the phrase describes the words between Jesus and Peter passing each other on the road outside Rome. This phrase also represents the primary focus of financial planning. Your priorities set the course for the direction you take…towards your destination. “Hand In Hand”  […]

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whatwebelieve2

What We Believe and Why

Inauthenticity rules the realm of investing and financial planning today…and really always has. The Internet, print media and airwaves are full of pitchmen for big financial services firms saying how they are changing their approach to be on the side of investors with retirement accounts. What have they been doing up until now? What are […]

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thingswillhappen

Things Will Happen: What’s Next?

Life is a series of things: things you know will happen, things you hope will happen, things you hope will not happen. Which of these most accurately describe your financial life? On measure, I would submit that based on hundreds of real-life scenarios, most individuals who come to us focus on the middle category, the […]

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diyinvesting2

Do-It-Yourself Investing: The False Promise and the New Reality

Big Changes in the Financial World The financial world changed in a big way on May 1, 1975. On that day, fixed sales commissions on individual stock trades ceased to exist. Trading commissions became negotiable between the customer and the broker. Almost immediately, discount stock brokerage firms appeared offering investors the ability to direct their […]

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