Previous generations saved money to their portfolios with no intention of selling in the short-term, because they needed that money for the long-term. Our ancestors had the advantage of not being distracted by the 24-hour news media. When you are constantly reminded of investments, the best thing to … [Read more...] about VIDEO: What Can We Learn From Previous Generations About Investing
Most of us can improve our investment performance just by avoiding mistakes that cost us a lot of money. One mistake is having short-term focus. Don’t look at the day-to-day performance or focus on the short-term noise. And the best way to avoid mistakes is to use a financial adviser — not just to … [Read more...] about VIDEO: Focus on Avoiding Mistakes
Financial planning involves deciding on your goals and devising a strategy to achieve them. In addition, you need someone who will check in on a regular basis and make changes to continue to ensure you are on track to meet those goals. … [Read more...] about VIDEO: Financial Planning is a Lifelong Process
Maureen and I were lucky enough to recently visit the Caribbean island nation of Jamaica. It was our second visit to the tropical island and we enjoyed the beautiful landscape and friendly Jamaicans. One of the excursions that we enjoyed was visiting the Mayfield Falls which requires a treacherous … [Read more...] about Forced to have Patience – Maybe a Cure for Investors!
Only Focus on Things that Matter - Robin Powell and Financial Journalist Carl Richards We have added a new category to our blog posts - Videos. Our first video is a reminder to focus on the intersection of both the things that matter AND the things that you can control. Carl Richards helps … [Read more...] about Video: Only Focus on Things that Matter
“Doing nothing often leads to the very best of something.” Winnie the Pooh One of my favorite pastimes is going to the movies and no one likes a children’s movie more than I do. I’m not sure if this fact is worth disclosing, but I believe some of the best life lessons are learned from … [Read more...] about Lessons from a Bear