Seven Investment Truths (aka How To Conquer Greed With Wisdom)

"My broker showed me how great my investment performance has been over the last few years!" How many times have you heard—or made—that statement? While we all know that past performance doesn't equate to future performance, our brains get dazzled by those 5-star rankings. Or that jaw-dropping return from last week/last month/last year. Somehow, a… Continue reading>

Just Because It’s Trending Doesn’t Mean You Should Care

  We are an addicted society. Constantly checking our smart phones, our Apple Watch or Buzz Feed's latest list. We have become so hyper-focused on #WhatsTrendingNow that we lose perspective of what is really important Like checking how your investments are doing throughout the day. Where is the Dow NOW and where will it close… Continue reading>

Big Banking Thinks You’re An Idiot (Or A Frog)

  Have you seen the new Bank of America/Merrill and UBS Wealth Management ads? They’ve painted a lovely picture of themselves as people you can trust to talk about financial life management, helping consumers understand financial trade-offs and the general business of specific financial advice. Wait! Aren't these the same firms that have been steadily… Continue reading>

Standing Up to Financial Bullies

Bullies don’t just torment their victims at school or on Facebook. And they don’t just pick on children—adults can be subject to various forms of aggressive emotional abuse at their workplace, their community, even their home. In the financial world, there are bullies of a different sort. There are investment companies who continuously pound consumers… Continue reading>

The Stock Market Is Tumbling—So What?

From Saumya Vaishampayan of the Wall Street Journal: "Stock markets around the world tumbled, with the Dow industrials falling to their lows of the year, and government bonds rallied Wednesday as fears about the health of the global economy deepened." Unless you make your living betting stocks and timing the markets, my (financial planner) response… Continue reading>

There’s Only One Thing Certain About Market Uncertainty

You sit down to breakfast, open the web page or your newspaper and the headline hits you right smack between the eyes: "Market Falls on _________ Uncertainty." You can fill in the blank: Global Concerns Federal Reserve Meeting Employment Report Congressional Gridlock The possibilities are endless, but there is a headline all stocked and ready… Continue reading>