Investing 101: The Do’s & Don’ts of a Good Investment Strategy
https://youtu.be/jGVob9osUh4 Investing 101 As a firm that manages over a billion dollars of individuals’ hard-earned life savings, it is important...
Did You Miss It? July’s Market High
...been investing, has never had a worse first 6 months in their investing life. Ouch! Not to say it was...
I Still Can’t Eat Mac N’ Cheese: Biases In Thinking And Decision Making
...points as they are relevant to so many of us in our current investing behavior. Let me explain, shall I?...
What’s With All These Mergers and Acquisitions?
...to each part of their clients’ lives (marketing, operations, investing, etc). In addition, we have a tax firm, and insurance...
Critical Reminder During Tough Times
...investing is goal-focused and planning driven. All failed lifetime investing is market-focused and current events-driven. I infer from that 2...
Global Markets Fall Again on Persistent Inflation and Bearish Sentiment
...last week. He was originally appointed by President Trump in 2018 and selected to continue his role by the current...
Mortgage Rates: What Just Happened?
...I absolutely love seeing the principal go down each month on my mortgage. I even calculated that each month I...
Bond Investing in a Rising Interest Rate Environment
https://youtube.com/watch?v=21lyTpM-Md8 Bond Investing We all know bonds as a lower risk/volatile investment to their kid brother stocks. What most people...
Loss Aversion: Don’t Let Cognitive Biases Influence Your Retirement Accounts
...do, particularly when they seemingly make decisions that do not benefit them financially. For example, behavioral economics gives us a...
Compound Interest: Job Edition
...when it comes to investing. So, if I earn 9% on my money it doubles every 8 years. It is...
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