Investing for Long-term Growth
Too many investors allow their emotions to overwhelm their logic, driving irrational investing behavior. Certain investments may rapidly climb up and up, a momentum that is all the more fueled…
September 24, 2014
Investing for Retirement – Where to Begin
I investing for retirement with my 401(k), but I want to do more. What else can I do to make sure my assets are best positioned to work for me? Knowing…
September 17, 2014First Steps
The vast majority of us aren’t taught what do with our money after we make it–besides spend it, of course! To complicate matters, the media bombards us with high-level financial…
September 9, 2014Take Charge of Your Financial Life
In today’s perpetually plugged-in world, the constant whirlwind of information can easily be overwhelming. This principle certainly holds true in the world of investing and finance: if you’re not well…
September 2, 2014Investing 101: The Investment Policy Statement
As an investor, you need to be sure that you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues.
Every investor should have an Investment Policy Statement…
June 10, 2014Fiduciary Or Broker? Know Your Information Source
When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom line?
Unless you work with an independent fiduciary, you can’t be sure that the advice you receive is intended to benefit you, not the firm or broker.
June 4, 2014Investing strategy: Are you a stock or a bond?
Your job affects your financial life beyond serving as the source of your paycheck. It affects how you should be investing, both in the short and the long term. Most people fail to take into account the nature of their work when looking at their asset allocation. Even though they think they’re looking at their asset allocation holistically, they’re only looking at their bank and brokerage accounts. And they should be looking equally closely at their source of income.
June 2, 2014