Fall in Love With Your Finances This Valentine’s Day
I was selecting a Valentine’s Day card this week with literally dozens of people shopping near me. I was wondering if any of these people gave as much thought to their finances as much as their gift and card selections... Read More →
Do You Have Performance Envy?
Do you have performance envy? You may be feeling some envy toward the numbers the major indices put up for 2013. It never fails. We have a great year in the equity markets, and advisors everywhere are having the performance... Read More →
5 Year End Investment Moves
I know, you’re busy in December. Holiday shopping, parties and visiting friends and family. December is a great time for cleaning up your portfolio too. Don’t put these things off. They are important too. Particularly now with the market at... Read More →
10 Scary Movie Rules for Investors
How do horror movies and investing go together? Every scary movie has certain rules that characters break regularly. We all know most of the rules. But do you know how those rules apply to your portfolio? In my continuous effort... Read More →
What Is Asset Allocation?
If you’ve been investing for any length of time, you’ve probably heard the term asset allocation thrown around. If you are my client, you have definitely heard me describe it and use it. The simplest definition I can give is;... Read More →
4 Secrets to Creating Lasting Wealth
You can create lasting personal wealth. It’s possible to meet all of your financial goals. By choosing to live below your means, save and invest, you’ll be able to pay off debt, educate your children, start a business, save for... Read More →
When Do You Dump A Poor Performing Investment?
Do you have a stinker investment in your portfolio? Trying to figure out if now is the time to apply the portfolio Lysol? I recently got this question from a friend of mine. He wanted to know how you know... Read More →
Too Scared To Invest?
It seems that investors get just as nervous about market highs as they do market corrections. As of this article, the market has now corrected about 5%. It’s also been almost 2 years since a 10% correction. Lots of investors... Read More →
4 Strategies For A Hot Stock Market
Investors are definitely in a good mood lately. Who wouldn’t be? The stock market continues to climb with low volatility. So investors and clients I’ve spoken to recently are not worried at all. I sometimes get nervous if clients aren’t nervous. It... Read More →
Market Timing: Smart Strategy or Fool’s Game?
As a financial advisor, I regularly tell my clients, “Don’t try to time the financial markets.” Let’s start with the definition. Market timing is a strategy by attempting to predict when to buy assets near the bottom and sell them... Read More →