What Investors Can Learn from Athletes

What Investors Can Learn from Athletes Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want to be good you don’t really have a lot of choices.” He was referring to the choice to either be disciplined or not to a specific process that would lead to success. No one…

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March Madness – Stock Market Edition

March Madness – Stock Market Edition As we prepare for basketball’s march madness tournament, it is a good time to reflect on how maddening the stock market can be. What causes the madness of the markets? Many things, but one of the greatest frustrations to investors is the significant fluctuations in asset prices, or volatility.…

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Are We Due for a Change?

Are We Due for a Change? In January the stock market, despite years of high interest rates and recession concerns, hit a new all-time high. This was largely driven by strong corporate earnings, a robust job market, and improving consumer sentiment. Whenever the market is on a long winning streak or even hits new highs,…

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Succeeding at Self-Control

Succeeding at Self-Control Self-control is an important characteristic to develop that can help us in all aspects of our lives from biting our tongue, to passing on the sweet treat, to accomplishing our New Year’s resolutions. But it isn’t easy! In fact, it can be downright painful, especially when trying to control some urge. It’s…

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How Your 401(k) Is Like An Oven

How Your 401(k) Is Like An Oven Are you frustrated with your 401(k) account? Is Your 401(k) a Scam? Do you think that your 401(k) is a scam or just doesn’t work? Realize that perhaps it’s not the 401(k) account’s fault! It’s Like Baking A Cake Your 401(k) account is akin to an oven when…

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The Illusion of Foresight

The Illusion of Foresight Have you ever thought that if you had a crystal ball you could be a better investor? (This is called the illusion of foresight.) Would a Crystal Ball Matter? Do you think that if you knew the future, you could invest with better results? Is this actually true in real life?…

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Achieving Success

Achieving Success As the year comes to an end, it’s a good time to reflect upon the year behind us. The good things, the bad things, and the success we achieved along the way. Sometimes we rely upon favorable circumstances to achieve success, but circumstances are often beyond our control. While our circumstances can make…

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What Is A Third Party Financial Custodian?

What Is A Third Party Financial Custodian? Have you ever heard of financial scams or folks like Bernie Madoff who bankrupt their Clients? How can you completely avoid this kind of disaster? Transparency Matters Learn about “What Is A Third Party Financial Custodian?” who will “custody” your assets in a transparent manner. You don’t want…

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Forecast Frenzy

Forecast Frenzy ‘Tis the season when financial institutions provide their forecasts for the coming year.  Several firms have already published their forecast. RBC and several other firms believe the S&P 500 will make new records in 2024. Whereas Wells Fargo and others have differing opinions. Wells Fargo’s forecast for 2024 said, “It’s really hard to…

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ABC’s of Successful Investing

ABC’s of Successful Investing As the kids have gone back to school, it is a good time to review the ABCs of successful investing. A – Adjust Your Expectations Expect that stock market selloffs, which are normal, will occur quite regularly – it’s just the nature of beast. But historically the losses have been temporary.…

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