Improving Your Investment Skill

Portfolio returns and achieving financial goals are largely a function of two inputs: investor skill and luck. Oftentimes, those inputs get confusing – identifying what is skillful and what is luck/chance. Let’s learn how you can be improving your investment skill. Rule of Thumb A basic rule of thumb is that anything you cannot personally…

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Helpful Checklist – Biden Tax Plan!

Are you like me? Does it drive you nuts when companies force you to hand over your email address to obtain a helpful piece of content? Yep, I felt we were kindred spirits on this one. The helpful piece of content in this post is a checklist of issues to consider if you are earning…

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Don’t Worry, Be Happy

These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest and the global pandemic. Financially, there are concerns about inflation, taxes and deficits. Life, with all its trials and uncertainty, provides ample opportunities to worry. If we aren’t careful, we could be consumed with…

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Selling your current primary residence?

It’s a fairly straight-forward scenario. You are selling your current primary residence. You don’t own other properties and have no interest in buying a new home immediately. Instead, you move out of your current primary residence. You stage your home for showing (and to seek top dollar sale price!). Then, you begin renting a new…

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How Are Your Resolutions Doing?

How are your 2021 resolutions doing? We are three months into 2021 and there is a good chance that half of all the New Year’s resolutions have already failed. A long-term study by the University of Scranton found that less than 10% of resolutions become part of our lives1. The Key to Progress Such a…

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One Year Later…

At certain anniversaries it can be helpful to pause and reflect on what happened over the past year and what, if anything, we can learn from and improve upon going forward. Pause and reflect We are now one year after COVID was recognized as a global pandemic, the market dropped off precipitously and, unbeknownst at…

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The IRS just called me! (protect yourself from financial fraud)

Financial and tax fraud scams are increasing and becoming more sophisticated. No doubt you or someone you know has received some correspondence, whether by phone, email, or regular mail, that has been fraudulent in nature. Continue reading to learn how you can take proactive steps to protect yourself from financial fraud. How can you protect…

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Intellectual Humility

Humility, or I should say the lack of humility, is a quality that is easy to identify in others, yet difficult to see in ourselves. Humility is a difficult quality to develop because it may threaten our sensitive egos. Ego is important; we all have one. Our very survival depends on what “I” do or…

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