To accurately represent you and who you are, your portfolio has to be bigger than itself. It should almost be your alter ego, a piece of a comprehensive plan that integrates your today, your tomorrow, and the dreams you have for all you love.
When I first meet people, they usually have a descriptive word for their portfolio risk. They may say it’s conservative, but does conservative in their mind mean the same thing as it does in mine? A client can seldom tell me their portfolio risk and then explain how that...
The vast majority of you do not want to be sold to. Am I right? There are many honest people in the financial planning business. They do a great job, but one weakness is having to procure a sale to make money.
We all want to be successful. Does wanting something make it happen? What is required to create probable success?
What difference does it make if you know your purpose in life or not? And what does that have to do with financial planning?
There are probably things that will happen in our life that are way more substantial to our success than an election. Yet we let the election control us. No matter what your beliefs are, you may win or lose next week. But that doesn’t mean you lose in life!...
Financial planning allows you to maximize your time for the things that are most meaningful in your life. You may ask, “How does good financial planning help me have more time?” Well, first you have to get organized.
What does “financial readiness” mean? Many people say, “Well, that’s having the perfect portfolio.” Some say that you have to outsmart and predict the market. Some say that it’s the ability to be agile enough to adjust when things go
Remember those old Michael Jordan commercials? “I wanna be, I wanna be like Mike…” Well, how about wanting to be like Ike, as in Dwight D. Eisenhower. Supreme Allied Commander of joint military forces during World War II, and after
Beware the Ides of March. NO! Beware the soothsayer! Remember reading Shakespeare in your high school English class? The classic work of Julius Caesar gives the prognosticating soothsayer these words, “Beware the Ides of March.” As it turns out, the