My Latest Posts
Explore your sabbatical cravings
Situation Your craving is about exploring a sabbatical lasting three months or longer. Action Pencil in your bucket list of activities and total expenses for the sabbatical. Solution Investigate the [...]
Two free lunches: diversify and re-balance
Situation Ramifications of diversification and re-balancing affect everyone. Symptom Too little diversification and re-balancing increase your portfolio risks. Solution Apply the techniques of two free lunches of investing to your [...]
Receiving inheritances, gifts, estate freezes…
Situation You are fortunate enough to receive a wealth transfer. Action Park it out of sight for 3 months to consider your options. Solution Design new wealth allocations to best serve [...]
Investing tips for the road less travelled
Situation Many investors are on edge about the prognosis for stock markets. Symptom Disappointing data releases linger in our midst longer than expected. Solution Assume the next few years are [...]
Are you suffering from investing bias?
Situation Nobody is immune from the adverse ramifications of investing bias. Symptom Left unchecked, bias can inflict long-lasting portfolio implications, such as lower returns. Solution Recognize your biased patterns and muster up willpower [...]
Powerball lottery fever
Adrian Mastracci, discretionary portfolio manager & financial advisor at Lycos Asset Management says, “My counsel to the eventual Powerball lottery winners is to step back and take a deep breath before deciding how to unfold [...]