A QUICK ONLINE SEARCH FOR โDOW RALLIES 500 POINTSโ YIELDS A CASCADE OF NEWS STORIES WITH SIMILAR TITLES, AS DOES A SIMILAR SEARCH FOR โDOW DROPS 500 POINTS.โ These types of headlines may make little sense to some investors, given that a โpointโ for the Dow and what it means to an individualโs portfolio may […]
Getting to the Point of a Point Read More ยป
Many unsophisticated Investors buying complex financial products commonly misunderstand their suitability in an investment portfolio.
The Best Interest of the Client Read More ยป
โA story has no beginning or end: arbitrarily one chooses that moment of experience from which to look back or from which to look ahead.โ โ Graham Greene, The End of the Affair
It is not the strongest of the species that survives, nor the most intelligent. It is the one most adaptable to change. Charles Darwin How much should you save? How much should you spend in retirement? How much do you leave to your children? How little do you leave? What happens if some unforeseen event
โLife is like a mirror, we get the best results when we smile!โ Looking directly into a mirror gives you one perspective of yourself. However, if you turn the mirror at a right angle to another you will discover several images of yourself. Some may appear distorted and backward, like in an amusement park fun
Mirror Mirror, Off The Wall! Read More ยป
BULLS AND BEARS Many experts consider investing in the stock market the best way to grow wealth, especially if you are young and have a long investment time horizon. However, it can be difficult to avoid much of the daily market โnoise,โ and you may start to question your financial decisions. Such seemingly extreme volatility
What a Long Strange Trip it’s Been… Read More ยป
The Greek witch-goddess Circe gave her son Telegonus a poisoned spear to protect him on his journey to find his father Odysseus. When Telegonus finally found Odysseus he inadvertently killed his father with the magic weapon. This is similar to some of the consequences we may inadvertently incur when we try to administer well-meaning advice
Empathic Listening and Building Trust Read More ยป
As Hurricane Season ramps up and with Sandy only a few years down in the history books, it is important to consider what plans you and your family have in place in the event of a natural disaster. Disasters rarely give us a heads up. The best we can do in the face of disaster
How to Disaster Plan and Build a Financial Emergency Kit Read More ยป
โTHERE’S NO SCARCITY OF OPPORTUNITY TO MAKE A LIVING AT WHAT YOU LOVE. THERE IS ONLY A SCARCITY OF RESOLVE TO MAKE IT HAPPEN.โ – Wayne Dyer, author and new-age thinker This past year we (Walter and I) wrote a book, โThe Millionaire Withinโ. We are proud to announce that it has been published and that
Visualizing Goals for a Confident Financial Future Read More ยป
All we have to do to create the future is to change the nature of our conversations, to go from blame to ownership, and from bargaining to commitment, and from problem-solving to possibility. Peter Block, American Author Remember the days when you were young and saved your money to buy something you really wanted? When
Fast Times: Evaluate Your Commitments as Often as Your iOS Read More ยป