Make This a Great Summer by Practicing Strategic Omission

Make This a Great Summer by Practicing Strategic Omission

As summer comes upon us, many people take time off work to travel and spend time with family and loved ones. The summer provides many opportunities for us to make memories – memories that can last a lifetime and provide years of joy.  But life is complex. We often...
Key Signs of Bad Financial Advice

Key Signs of Bad Financial Advice

First, let’s define “bad financial advice” as advice that promotes the interest of the person selling the financial advice and/or products, rather than YOUR best interest.  Sometimes it’s not clear what the motives behind financial advice really are.  So how do you...
The Magic Number

The Magic Number

I recently spoke on our monthly webinar about how there really is no “magic” number that can be calculated to ensure a comfortable retirement.  Rather than chase a fictious amount, I suggested that investors should focus on accumulating funds in assets like 401(k)s...
What Investors Can Learn from Athletes

What Investors Can Learn from Athletes

Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want to be good, you don’t really have a lot of choices.” He was referring to the choice to either be disciplined or not when it comes to a specific process that leads to success.  ...
Succeeding at Self-Control

Succeeding at Self-Control

Self-control is an important characteristic that can help us in all aspects of our lives from biting our tongue, to passing on the sweet treat, to accomplishing our New Year’s resolutions. But self-control isn’t easy! In fact, it can be downright painful, especially...
Everything is Transitory

Everything is Transitory

In 2021, economic policymakers told us that inflation was transitory. In 2022, they changed their tune and said that inflation is persistent. They both could be correct, depending on the time frame being used. When it comes to long-term investing, many of the...