Finance
Why Emotions Cause Investors to Fail
If you have spent any time doing research in to investing, you quickly discover that there is a straight forward, 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…
Read MoreQuarterly Market Review – Second Quarter 2015
With that in mind we publish a brief market update each quarter. Below you will find a link to the update for the second quarter of 2015.
Read MoreIs Your Financial Advisor In Their Right Mind?
The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?
Read MoreThe Value Of Time
Time is a SCARCE resource and money is an ABUNDANT resource
Read MoreTen Things You Might Not Know About Reverse Mortgages
In this article, we highlight ten things related to reverse mortgages or “HECMs”
Read MoreWhat Is Retirement?
The best time to plant a tree was twenty years ago. The second best time is today
Read MoreSix Sigma and Financial Planning
Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan
Read MorePaying Your Advisor To Do Nothing
Many times, that right decision is to do nothing; so, in a sense you paid your advisor to “do nothing”
Read MoreEngineers, Money, and Falling Off Bikes
So I will make you one promise, if nothing else this article will expose you to a fascinating video about “unlearning to ride a bike” that you will want to share with others. The video also will get you to think about how ingrained things are in our minds and how difficult it is for…
Read MoreWhy CNBC Is Bad For Your Investments
Consider the following headlines: Senate Confirms Yellen for Fed Industrial Production Notches Strongest Yearly Gain Since 2010 US Stocks Slide as Jitters Persist Corporate Profits Hit New High as GDP Revised Up Bond Investors Still Waiting for Yields to Rise Private Employment Hits a New High, but Government Hiring Lags Housing Slow to Take Off…
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