When someone feels they must bring up the importance of temperament in investing…. you know it probably hasn’t been smooth sailing in the markets.
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That phrase always makes me laugh, it has so much “pass the buck” embedded in just 3 words.
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In our practice, there is no more important subject to address than the transition of wealth from one generation to another.
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Oscar-winning actor Jack Palance once said in a commercial for aftershave, “confidence is very sexy…don’t you think?”
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Do you think before you purchase? Should you?
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Read what Amazon's founder/former CEO/astronaut Jeff Bezos said about investing in 2021.
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From high school to wherever you are at today, there’s two groups of people you'll run into: optimists and pessimists.
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We are often asked by those fortunate enough to have a defined benefit pension plan – should I take my benefit as a lump sum at retirement?
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Collections of portfolios. So many of us have them….from current and past employers and investment managers. But more accounts are not better.
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Add this to the spoilsport list of things we'd advise you to do less of: Read less (but not no) news.
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Wealth growth takes time. Homes are often owned for 5, 10, 20 or more years. Patience over time is rewarded.
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