Tag Archives | markets

WhatsYourStory

What’s Your Story?

Each of us has a unique life story. Where we come from, where we went to school, where we have worked. These stories provide context for the yet unwritten part of our journey: what will happen in the future. As a fiduciary financial advisor, a large part of our role in working with successful individuals […]

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HaveYouBeenInnoculatedAgainsttheFinancialFlu

Have You Been Inoculated Against The Financial Flu?

Every year about this time most of us go to the doctor or pharmacist for a flu shot. We hope this will help us avoid the misery and discomfort that is common with influenza. While slightly less visible, the financial flu can be even more problematic. Research tells us that more than 70% of Americans […]

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Four Dangerous Investing Misconceptions

There are four dangerous misconceptions about investing that can easily unravel even the best financial plans. Many high-income earners fall prey to these misconceptions because they fit easily within the common, but errant, narrative about investing. 1. Easily the most damaging misconception is the focus on performance or outperformance. Yes, you want to earn good […]

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Victor

How to Invest for Outcomes

You can learn a lot about investing from cats.  Have you ever watched a cat stalk something? Cats have an incredible ability to focus. They see movement extremely well within their field of vision, and if something is in their sight, nothing else matters. What if you focused on your desired financial outcomes like a […]

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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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Yes, You Can Control the Market

What if you could control the market? Well, you can control the stock market over the long term if you are willing to resist the siren songs of currency and certainty. The first step in establishing control is understanding why you are investing. If you are 50 years old, the inflation rate has been 4.1% […]

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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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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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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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