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Monday Morning Motivation – Handle
Which handle are you going to grab hold of when you face your next challenge or crisis?
Finding A Financial Advisor Even Your Mom Could Trust
You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…
Monday Morning Motivation – Expectations
Are my expectations reasonable and aligned with what is most important in my life?
Why Emotions Cause Investors to Fail
If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…
Monday Morning Motivation – Anxiety
Are you going to let anxiety have control of your mind, or would you prefer to take back control of your feelings?
Cash Out Your Stock Options?
With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…
Should You Hire a Financial Planner?
If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost. Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible. And that is great advice that…
Monday Morning Motivation – Miracles
Are you taking the time to notice the little miracles around you?