Without a philosophy, you’re much like a person set in the middle of the forest without a map. You can walk all day, but it may be in circles! You could stumble into a ravine that is not passable. Or spend days doing what could have taken a few...
I LOVE the game of golf. The history, the tradition, the etiquette, the finesse, and the challenge of hitting a stationary object consistently (how hard can golf be?)
A risk to diversification is personal biases based on our history, personal experiences, and the news we watch each day.
A risk to diversification is personal biases based on our history, personal experiences, and the news we watch each day.
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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?