CATEGORY
I’m reading David Brook’s “Second Mountain.” We spend the majority of our lives – we get out of school, we build a career, we save and invest – climbing the first mountain with the goals that our culture endorses. We seek success and personal happiness. We get to the top of the first mountain, as …
When they were little, we paid for things for them, but they got used to hearing “No.” Kate was far better at this than I was. I always wanted to give them everything they wanted. So, I needed tools. There are all kinds of tricks to curb a child’s desire for a thing. My favorites …
Many clients have lost loved ones over the years – parents, partners, kids, and siblings. We can’t understand the devastating life-altering effects on those who are left until it happens to us. What do you do with an open wound that you know will never close? Thank you Diana and WealthManagement.com for the opportunity to …
Thank you to our nearly 2000 subscribers who seem to be engaging more, both on social media and by simply emailing us. I appreciate your feedback and your questions… keep ‘em coming. This question came from a subscriber in California. This is largely an area of opinion. Lots of things I write about have been …
Today, I want to lay down a marker. THIS IS WHEN YOU BUY! The great companies of the US and the World are on sale. That sale may (or may not) get better. If it does get better, it won’t get that much better. There will be some point in the not-too-distant future where we …
You’ve heard me say it over and over… and over and over… and over and over again. Creating a retirement income that rises to match your rising cost of living and lasts the rest of your life, while at the same time creating a legacy that potentially lasts across generations, is possible – even for …
Thanks Clint. That was a great conversation on so many levels. I’ve never been asked to equate the Buddha, Dharma, Sangha as support structures in a spiritual life with support elements in the life of personal finance. Also, I really enjoyed seeing the Twitter thread based on our conversation – my first. ABOUT THE EPISODE …
We know – vividly – what has already happened. We can never know what will come next. The humble recognition of this truth should be the foundation of any long-term investment philosophy. The question is, “Given that we cannot know what comes next, how should we invest?” From a micro level, when a company knows …
I have been in financial services for over 2 decades, and there are 5 things I see (over and over) that take people away from their financial success. They are: Spend > Earn Retire Too Early Panic Sell Excited Buy No Planning Spend > Earn This one seems so obvious, yet so many people do …
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