How many of your financial choices are based purely on logic?
It could be fewer than you think.
That’s because most of us make money decisions with our emotions
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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Consumers lost more than $10 billion to fraud last year. Don't let it happen to you.
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It’s not often that an entire island comes up for sale – but this week one did and if you invest wisely, you too could own your very own island.
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In the past, data gathering was difficult and expensive. Now, with the internet it’s just the opposite...
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We use a “shopping list” approach in our investing to better understand a group of companies well before we buy them into portfolios.
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When I hear the term “Second Opinion” I tend to think of medicine...second opinions have broader applications, including in the world of investment management.
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In investing, transformative waves periodically sweep through. With the genuine promise of societal change. Think of automobiles and aviation for starters.
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What should you think about bumpy markets?
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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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