Five for Friday : May 24, 2019

One of the biggest faults I’ve seen all investors make after 20 years of observing them is how easily we can change the investment stories we create and tell ourselves.

What are the Benefits of a Concierge Medicine Plan?

Have you ever thought about including some type of “Concierge Medicine” into your plans for retirement? A number of our clients have either looked into it, or are using this form of private medical care.

What Is a Buy and Hold Investor?

Investing is often seen as a purely rational pursuit—analyzing data, making calculated decisions, and expecting consistent outcomes. Many times, when an outcome is not what we expected, we often tell ourselves there was one or two pieces of data we inadvertently left out of our analysis.

How Can You Improve if You Do Not Change?

Everyone changes in one way or another. Some change for the better and some for the worse. Those that change for the better know that you can’t do better if you don’t change.