Are You an Honest DIY Investor?
If you have been fortunate to build some savings, you will soon face a decision.
You, or somebody you trust, will need to manage your money.
If you have been fortunate to build some savings, you will soon face a decision.
You, or somebody you trust, will need to manage your money.
As we embark on 2024, please read and carefully consider something I read in the Wall Street Journal.
When markets are flying up and down like they’ve been doing, the last thing you want to hear is “You need to think long term”. Sometimes we need more than trite expressions, even if there is an underlying truth to our first-thought answers.
Even if you are not an avid golfer, one look at this picture and you know certain things. One, you see a water hazard to the right of the green.
When I was a kid one of my favorite questions was “What do you want to be when you grow up?”. It allowed me to dream, based upon what I wanted at that time.
We have heard the term “buy and hold” investing is good and market timing is bad. Before we think about this too much, it is important to accurately define what we mean.
Many of our clients work with more than one money manager. Each manager may bring a specialty and focus to a particular area of their portfolio.
Summertime is a great time to sink ourselves into something different than our regular 9-5 jobs. Here are a few notable books we have come across lately.
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.
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.