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>

Seven Money Mistakes Everyone Should Make

We all make mistakes. It's normal, human and important—because without mistakes, your learning is stunted. It’s the missteps that provide the opportunity to own your decisions, assess your process and make corrections that will avoid the pain the next time. In a world where building resilience is so vital, making mistakes can be a very… Continue reading>

Are You Building A Castle Or Digging A Financial Hole?

Have you ever watched kids on the beach? Armed with shovels, pails, shells and any other implement capable of moving sand, they joyously and purposefully focus on their goal—giant sandcastles, moats and tunnels—creating something magical. You hear their shrieks of delight as the tide moves in, threatening the sanctity of the walls surrounding their imaginary… Continue reading>