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Goodbye Buying Opportunity

Goodbye Buying Opportunity

Following a big market drop, when anyone asks me if it’s a good buying opportunity my knee-jerk reaction is to ask why they have extra cash sitting around to begin with (without judgment, of course). With a few tweaks to your savings system and emergency plan, you can remove that question from ...
The Vitamin C of Finance Lessons

The Vitamin C of Finance Lessons

A longtime client (Carol) shared her concern that it felt like the market was due for a big drop. I smiled and told her that she already knew exactly what I was going to say. Her reply was “tell me again.” It’s the one investment topic an investor can discuss, understand, process, and still ...
The Transformed Investor

The Transformed Investor

My partner noticed that some turbulence on a recent flight was stressing me out (it was). Even though I know the odds of this actually leading to a crash are pretty close to zero, it still makes me uncomfortable every time. So, he said “just think of it as waves in the ocean that you can’t ...
Ditching Our Behavioral Biases

Ditching Our Behavioral Biases

Any of these sound familiar? I’m an above-average driver. I knew that was going to happen. I feel safer driving a car than being on a plane. My son / daughter is one of the smartest in their class. My dog is very well behaved. If you’ve said (or had a friend say) any of ...
Expand Beyond Goals

Expand Beyond Goals

Terry, a retired older friend of mine, inherited a large sum of money from his dad. Since Terry has already achieved his fundamental goal of having financial freedom and doesn’t need the money to support his lifestyle, he is left the portfolio on autopilot and hasn’t asked any questions about ...
Pride In Your Investments

Pride In Your Investments

There’s a new investment that is likely to generate excitement in my community. It’s the first exchange traded fund (ETF) that invests in companies demonstrating the highest level of support for their LGBT employees. The fund is called the InsightShares LGBT Employment Equality ETF and its ...