As Investment Advisors we experience firsthand the roller coaster that many individuals go on emotionally when they start to think about the monumental task of retirement planning. Most issues in […]
You will find a list of videos here referred to as “Common Sense” videos. These stemmed from the idea that many financial “rules of thumb” upon more than a cursory inspection, do not seem to be best for most Americans investors. Our intention, create a paradigm shift perhaps, an “Aha” moment for folks. Why is peace of mind so elusive? I think the videos will give you a glimpse of the way the financial services industry operates, as well, how to equip yourself for the financial long-haul. Enjoy!
20 Investment Questions
06/23/2016 by
What if everything you thought you knew about retirement planning and investing turned out to be incorrect, when would you want to know? Once you did know would you do […]
The Investor’s Dilemma
06/23/2016 by
Investments, income planning, portfolio construction, and tax planning are just a few topics that throw many people into the investor dilemma mindset. We are all emotional individuals; we want to […]
Are You Diversified?
06/23/2016 by
When it comes to portfolio construction, as well as portfolio allocation, one of the biggest areas that investors do not understand is the concept of dissimilar price movement. A simple […]
Coin Flipping
06/23/2016 by
There’s a saying I’ve heard through the years, “Nobody loses in Vegas “. This makes me think of a relatively new area of financial study amongst many of the top […]
Lies
06/23/2016 by
You don’t know what you don’t know! Simple, but profound. As an investor you may fall victim to the lies of the financial industry, including large investment institutions and the […]
The Portfolio MRI
06/23/2015 by
Is the goal of investing to get a yield/return? Specifically isn’t the goal of investing in the stock market to achieve a market rate of a return? The resounding answer is yes! […]
Clarity Coaching Tips
Common Sense Videos
It’s Your Money
Media Appearances
