A risk to diversification is personal biases based on our history, personal experiences, and the news we watch each day.
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?