Tag Archives | Investments

YourFinancialTruth

Your Financial Truth

  Many otherwise successful individuals are a financial mess. Sure, they may have good incomes, live in big houses, and drive nice cars…but is that actually the measure of financial success? What is their financial truth? Are they truthfully making progress towards financial independence?   Comforting Lies or Unpleasant Truths Financial truths are often elusive […]

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UnlockingtheGripeofFear

Unlocking the Grip of Fear

Fear sells. Most sales pitches about investing focus on fear. The more fear, the better. Our internal wiring nudges us towards reacting emotionally to the lure of fear. However, there is an antidote; there is a way to stop letting fear unravel your financial life.   Conquering Fear The entirety of our approach to investing […]

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What We Do; What We Don’t

A few months ago we put together a simple two-sided page that outlines our four primary components of value. Taken together, these four factors comprise the functional and strategic ways that we create value for our clients. Financial planning involves much more than just investment returns. We strongly believe that the more clients, prospective clients […]

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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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Are You Overestimating the Risks of Investing?

Where is Your Focus? We are closing in on a decade since the 2007-2009 stock market “meltdown”. Rarely a week goes by that someone I encounter doesn’t refer back to 2007-2009 as a period where they “lost 50%” on their investments. Indeed, the S&P 500 Index declined by 57% from the peak in October 2007 […]

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Four Cures for Scares and Surprises

Most of us don’t like to be scared or surprised. However, coming to grips with these innate fears is an important ingredient in a successful investing experience. Regardless of your age, be it 50 or 80, trying to avoid these fears creates a problem in making financial decisions. Where is your focus? Investing is a […]

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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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We Know How; We Know What; We Know Where; Part 2 of 3

We know how to avoid mistakes that derail your financial plans; We know what critical behaviors are needed for financial progress; We know where to focus in order to change your trajectory Last week we discussed how to avoid mistakes as a crucial component of moving towards your financial goals. This week, we want to […]

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