Finance
Bruce Lee – Expert Financial Planner
Don’t be the fool that practices 10,000 different investment strategies. Develop a solid IPS and stick with it through thick and thin
Read MoreBook Summary – The Investment Answer
Gordy and Murray walks individuals through the five key decisions that individuals need to make in order to be successful as investors. See how you’re doing…
Read MoreBecoming Comfortable With Money
It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.
Read MoreMonday Morning Motivation – Humility
Would you be a better person if you spent time focusing on the key aspects/dimensions of humility?
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 MoreMonday Morning Motivation – Handle
Which handle are you going to grab hold of when you face your next challenge or crisis?
Read MoreFinding 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…
Read MoreWhy 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…
Read MoreCash 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…
Read MoreShould 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…
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