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
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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
Why Would You Invest in a Piece of Paper?
I had a conversation the other day with an investor who told me he adamantly refuses to even consider investing in stocks as a way
What Do You Do When Your Investment Planning Shoots You in the Foot?
The New Year has officially arrived. For most of us, this is the time when we take a few moments out of our hectic schedules
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