Financial Planning
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August 11, 2020This is a good news-bad news case study. I was a fairly new stock broker in 1987 (that is what they called us before we became “Financial Advisors...
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This is a good news-bad news case study. I was a fairly new stock broker in 1987 (that is what they called us before we became “Financial Advisors...
Read onThe question is this: does the value you are receiving now justify staying put. After all, change is usually difficult. Have you really evaluated what...
Read onOne of the most famous movie quotes comes from Jerry Maguire: “Show me the money”. In my industry, I hear so many stories about making money in...
Read onAlbert Einstein called it the Eighth Wonder of the World. He elaborated saying: “He who understands it, earns it; he who doesn’t, pays it.”...
Read onDid you know the standard railroad gauge in the U.S. is 4 feet 8 ½ inches? Do you know why it is such an odd measure? Railroads in the United States...
Read onRight now I am beginning to feel like the guy who jumped off the 50 story building. Half way down someone yells, “How are you doing?” “So far,...
Read on“It ain’t over till it’s over,” said Yogi Berra, the legendary New York Yankees catcher, and it’s hard to argue with his logic. He, of...
Read onIt’s time to talk about BC to AC. That is, “Before Coronavirus” to “After Confinement”. The Economist calls it “the 90% economy”.[1] But...
Read onWhat would you say if someone offered to pay you $37,000 to just take one single contract for 1,000 barrels of oil? All you had to do is find a place...
Read onWhen is the time to sell and liquidate portfolios? Most advisors, according to a recent study by Howard Schneider of Practical Perspectives[1], says...
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