Situation: We are accustomed to learning, working, saving, spending and investing. My View: Pause a few moments to appreciate the disciplines that guide your goals. Solution: Adopt a core of disciplined processes to manage long-term family wealth. “The [...]
Situation: We’re near the annual theme known as “sell in May and go away.” My View: I’m hard pressed to find logical reason for this sweeping approach. Solution: Examine and initiate more balanced alternative portfolio actions. [...]
Situation: Too many investors embrace having stockpiles of information. My View: Recognize that having information does not make you a better investor. Solution: Find ways to reduce or jettison the heaps of noise that gets in your way. [...]
Situation: Stock and bond markets are noted for catching investors by surprise. My View: Investors need constant vigilance when dealing with endless change. Solution: Embracing the art and science of long-term perspective is top priority. [...]
Situation: Your nest egg can become an unwieldy mess to manage over time. My View: Understand what needs done to breathe new life into your portfolio. Solution: Revitalize your “investment” garden as you do the “outdoor” garden. [...]
Situation: Many are petrified when it's time to buy a stock. My View: Revisit the valid reasons to buy without regrets. Solution: Apply buying strategy uniformly to the portfolio. “I paint objects as I [...]
Situation:Many investors own a hodgepodge of stock and fund investments. My View:Untangling the unwanted situation is intimidating to investors. Solution:Recognize implications of the hodgepodge then untangle the mess. “Well done is better than well said.” — Benjamin Franklin2018 bells will soon [...]
Situation: Investors are smitten researching and selecting investments, not strategies. My View: Learning to recognize portfolio processes that deliver is a prudent exercise. Solution: Well designed investment plans reduce anxieties and improve outcomes. “Your future depends on [...]
Situation: People become excited at the prospects of investing to beat the markets. My View: “Serious” investing is dull and boring; “speculative” appeals and fascinates. Solution: Pursue an approach for both your long term and immediate excitement. [...]
Situation: Too many investors have difficulty understanding financial jargon. My View: Using the fancy buzzwords of finance does not impress clients. Solution: If you use money jargon, it’s time for a new communication approach. “The shell [...]