Every once in a while, a piece of mail crosses my desk that promises a new, surefire investment that is “guaranteed” to both outperform the
Every once in a while, a piece of mail crosses my desk that promises a new, surefire investment that is “guaranteed” to both outperform the
We Know What We Should Do – And Then We Don’t
The human brain is a remarkable thing. Dr. Daniel Levitin, the New York Times best-selling author and neuroscientist (who also happens to be the guest
Switching Gears: When Business Owners Become Investors
Many of our clients are business owners. These people are a hardy breed. Instead of opting for the regular nine-to-five grind, they took the road
Why Do We Make This Investment Thing Harder Than It Needs To Be?
One of the things I’ve been hearing a lot of lately is people saying: “wow, the stock market has had such a great run! I
Diversification Works! Most of the Time…
Whenever you visit your financial advisor – or open up just about any book on investing worth its salt, for that matter – you’ll probably
Buy Your Dream Home for Just $13,000
Sound too good to be true? Well, you’re right. It is. At least, right now. But if you were in the market for a house
Think You’re Not Taking a Risk? Think Again
The financial services industry has produced an endless variety of risk tolerance questionnaires, all in an effort to help people understand how much risk they
The Biggest Winners in the Stock Market Don’t Exist Yet
I got started in the financial services industry in 1984. Back then, I couldn’t imagine being in this business for 30 years. But here I
The Opposite of Everything is True
A few years ago, I saw a great one-woman show by Jan Darbyshire. Jan is a prolific writer, comedian and playwright, who likes to take
Investments Versus Investors: Don’t Fall Into That Yawning Chasm
In the wake of the dire market crash of October-November 2008, many analysts have talked about investments and investors – almost as though the two
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