In a celebrity culture like ours, the “rich and famous” get most of the attention. The freak athlete. The shrewd mogul. The talented entertainer. The mesmerizing author. The successful investor. The flamboyant reality star. Through some combination of genetic gifting, hard work, and dumb luck, these few lucky souls have managed to hit it big. […]
The Role Character Plays in Financial Success Read More »
Here’s a fun, indoor thing to do on the next rainy day. Type the question “What do people fear most?” into your preferred search engine and look at the results. We humans are scared of all sorts of things: failure, change, heights, snakes, the dark, giving speeches, being alone, being confined in small spaces, being
What To Do About Financial Fear Read More »
Most folks are convinced the wealthy know some big financial “Secret” the rest of us don’t. Like, they went to “the right” school and met “the right” people. Or they heard about Tesla before anyone else did, or got in on the ground floor of Amazon. Or somehow, they cracked the code on those free
The Little Secret to Big Financial Success Read More »
When it comes to money, are you: (a) a financial wiz; (b) your own worst enemy; or (c) somewhere in between? In my 30+ years as a financial advisor, I’ve observed that by adulthood most people have developed a “financial self-image.” Maybe you’re one of those few souls who see yourself as good with money,
3 Ways to Improve Your (Financial) Self-Image Read More »
Bernie Madoff died this week. Madoff was the architect behind the biggest Wall Street fraud in history. The former chairman of the Nasdaq stock market index, Madoff positioned himself as a self-made financial genius. He claimed to know how to avoid market fluctuations and deliver steady, handsome returns. Famous clients like movie director Steven Spielberg,
Is Your Financial Advisor Trustworthy? Read More »
Teaching your teenagers to drive is not for the squeamish. (And all the parents said, “Amen!”) Years ago, I had a friend whose 15 year-old got his learner’s permit. Like every teen, he wanted to drive his parents everywhere. However, each time the boy got behind the wheel he would obsess over what was in
Backward or Forward – How Will You Live 2021? Read More »
It takes a lot to be an optimist these days. Just consider a handful of headlines from two national newspapers, one left leaning, the other right. These all appeared on the same day this week. Pandemic Reshapes US Employment Across Industries Pandemic Leads Schools to Halt Ph.D. Admissions Airlines Aren’t Making It Easy to Use
Optimism – The Rational Outlook for 2021 Read More »
Do you get the feeling that it’s the coronavirus, not the Grinch, that’s trying to steal Christmas? I’m sure I don’t’ need to recite all of this year’s national and international economic disappointments that have come as a result of this pandemic. For the unemployed oil field worker, the exhausted nurse or teacher, the farmer
The holiday season is advertiser season. We see a parade of TV commercials and online ads showing us peaceful, thankful and content people. But they’re not real, are they? They’re actors, visions created for us by clever marketers, promising us the good life if only we’ll buy their product. Perhaps you’re not like the people
Consumer or Contributor – Which Do You Want to Be? Read More »
What a year. Coronavirus. According to Johns Hopkins, COVID-19 has now infected some 12 million Americans and claimed more than 250,000 lives. Race issues. Around the same time the coronavirus began spreading across the U.S., the death of George Floyd in Milwaukee triggered nationwide protests (some violent) over issues of race and policing practices. Hurricanes.
Thanksgiving Lessons in 2020 Read More »
Speak with an Advisor