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 “noise,” and you may start to question your financial decisions. Such seemingly extreme volatility […]
What a Long Strange Trip it’s Been… Read More »
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 »
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 »
“THERE’S NO SCARCITY OF OPPORTUNITY TO MAKE A LIVING AT WHAT YOU LOVE. THERE IS ONLY A SCARCITY OF RESOLVE TO MAKE IT HAPPEN.” – Wayne Dyer, author and new-age thinker This past year we (Walter and I) wrote a book, “The Millionaire Within”. We are proud to announce that it has been published and that
Visualizing Goals for a Confident Financial Future Read More »
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 »
If you are a high-income earning professional, you may need to take additional steps to ensure you are saving enough for retirement. Many investors find that maximizing their company retirement plans may not be enough. You want to make sure you are saving enough in your income-earning years to maintain a similar lifestyle in retirement.
Saving for Retirement as a High-Income Earner Read More »
As an investment advisor and partner to our clients, it is our responsibility to put stock market and investment news in proper perspective. While the media is reporting daily on market fluctuations and speculating on what might happen in the short term, it is our duty to help guide you through the ‘noise’ and stay
Bulls and Bears, Trade and the Fed: Advice for the Head Scratchers Read More »
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