Read the latest from our team.
Thanks Seth. Glad we had a chance to talk about the greatest tool for better outcomes (in finance and life): mindfulness. I look forward to the next conversation. In this interview we talked about why Mindful Money focuses on goal-focused and planning-driven decisions, why you can’t add more happiness with more money, and how mindfulness …
Chad, I LOVE the snippet you pulled out as the intro. “The key is consistency, not brilliance.” Thanks for a great conversation. In this interview, we talked a lot about: What our culture gets wrong about financial planning The best way to approach investments Rethinking our definitions of success ABOUT THE B2B REVENUE EXECUTIVE EXPERIENCE …
You’ve probably heard it in the news. Social Security is doomed. The chickens are coming home to roost and the politicians are asleep at the wheel. The financial blogs say so, the financial media pundits say so, and the speakers at those dinner seminars have been sounding the warnings for decades. Everyone is scared the …
The coronavirus is still very much with us, as is much of the economic dislocation occasioned by the virus and accompanying lockdowns. We are closing in rapidly on a number of vaccines. But it may be quite some time before most of us will have access to them, and there will inevitably be frustration in …
Thanks Lois for a great conversation and exploration of what matters. I really appreciate your focus on legacy and what we leave behind. Here are a few things we covered: 1) The importance of our physiological, psychological, and cultural response to money, 2) Why sometimes the best thing you can do with your investments is …
Open your browser or turn on the TV and you will find the echo chamber is at it again. The recession continues. A stock market crash is imminent. Bonds have no or negative yields. There is nowhere to hide. If you’re not investing in XYZ, you’re missing out. We can try to tune it out …
The next open enrollment period will run from October 15, 2020 to December 7, 2020, for coverage effective in 2021. That means, in less than two weeks you will have an opportunity to review and change your Medicare health plan and prescription drug coverage to better meet your needs. Go to Medicare.gov for complete information. …
There are lots of reasons that we shouldn’t mix up our portfolio over politics or let our politics overrule our investment disciplines. As an intro to our October 19th client event – here are 3 of them: 1. There is no evidence that markets prefer one party over another. History is filled with examples of …
Now that the market has recovered all of its Pandemic induced losses and we are standing on the precipice of what everyone is saying is the most important election in our lifetimes, I am beginning to hear questions about whether or not we should “seek more safety” or “get out of the market.” My response …
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