Investment management
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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Chasing Returns
Chasing Returns A favorite (and costly) pastime of investors is to invest in assets that have recently done well. This happens in good times as investors seek better returns, and they happen in bad times as low-yielding investments such as cash are more attractive than money-losing stocks. In other words, investors chase returns. It Feels…
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Why does the stock market go up? (Book Review)
Why does the stock market go up? In this video I’m providing a brief review of Brian Feroldi’s, “Why Does the Stock Market Go Up?”. Check it out! Brian explains terms like “Dow Jones”, “What is the S&P 500?”, and of course, answers the question, “Why does the stock market go up?!” Thank You Thank…
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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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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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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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Crises in Context
Crises in Context One thing investors can count on is that they will hear numerous reports economic and market crises throughout their investment experience. Some of these will be actual crises; the majority will be nothing more than noise. Crisis du Jour The crisis du jour, as spewed by the financial media, pertains to predictions…
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Thoughts on Thinking
Thoughts on Thinking The ability to think clearly and draw correct conclusions is necessary in everyday life, especially when it comes to making important decisions. But thinking critically is not natural; it’s not the way our brains are hardwired. Instead, we are hardwired to follow the path of least resistance, which often results in hasty…
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