What’s the Value of a Financial Thinking Partner?

What’s the Value of a Financial Thinking Partner? We all process “Value” differently. Each person thinks differently. Are you more interested in “Tangible” dollar value of financial advice? Tangible or Intangible? Or are you more interested in the “Intangible” value of financial advice? Regardless of your approach, this is a fun topic I love discussing.…

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The Virtue of Strategic Ignorance

The Virtue of Strategic Ignorance Strategic ignorance is a positive quality. It is choosing to ignore information that is detrimental to our well-being, and this sometimes includes market information For example, let’s say at the end of September 2021 you hibernated, or put your head in the sand. You chose to not pay attention to…

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The Upside of Bear Markets

The Upside of Bear Markets Bear markets, like large grizzly bears, are often associated with fear and running for safety. These feelings are often exacerbated by fateful headlines with dramatic wording. But for long-term investors, bear markets don’t have to be scary. They can have several benefits. Benefits of Bear Markets First, they produce negative…

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If Money Doesn’t Buy Happiness, What Does?

If Money Doesn’t Buy Happiness, What Does? For centuries mankind has been searching for happiness. Regardless of culture, social status, or beliefs it seems that we are all connected by our desire to be happy. What makes someone happy and how much happiness we feel may be subjective. But there are a few fundamental principles that…

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20 Craziest Investing Facts Ever

20 Craziest Investing Facts Ever In this video, learn two of the 20 Craziest Investing Facts Ever, from “The Irrelevant Investor” blog post of the same name. Here’s the link to Michael Batnick’s article on his blog, “The Twenty Craziest Investing Facts Ever”: https://theirrelevantinvestor.com/2019/03/13/the-twenty-craziest-investing-facts-ever/ Thank You Thank you for watching and I hope you have…

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Attention Allocation

Attention Allocation You may be familiar with the term “asset allocation”, which is how we divide up our assets (stocks, bonds, cash etc.). Attention allocation is how we divide up our attention. Paradox of Abundance The paradox of abundance states that there is a tradeoff between quantity and quality. The greater the quantity of a…

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Trusting Your Investment Decisions

Trusting Your Investment Decisions Sometimes investing is easy, sometimes it is more difficult. The last decade, except for a handful of temporary declines, has been relatively easy. It consisted of very low interest rates, low inflation, and lots of fiscal and monetary stimulus. And stock markets were quite positive. Since 2009, the S&P 500 annualized…

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Who is the Guardian of your Financial Galaxy?

Who is the Guardian of your Financial Galaxy? Do you have a Guardian of your Financial Galaxy? Enjoy this story today about how a real, fiduciary, financial advisor is your protector, your guardian. The Hero You Need They are the hero you need, but not necessarily the one you deserve. Okay, I’ll stop with the…

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Surviving Volatility

Surviving Volatility When volatility increases, many investors become uncomfortable and may consider making changes to their investments. Anytime we have a significant concern, it is essential we take a step back and assess the situation with the proper perspective. Normal, Not Easy Volatility, while uncomfortable, is a normal and natural part of stock markets. It…

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The Power of Remembering

The Power of Remembering Memorial Day is a time of remembering, reflecting, and honoring those who gave the ultimate sacrifice for the freedoms we enjoy today. The act of remembering often brings feelings of gratitude, love, and a desire to do good to others. It is positive and empowering. While remembering can be very powerful…

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