Should I be worried? An investor litmus test
As a child, I remember seeing my mother’s wooden plaque of The Serenity Prayer that she kept above our kitchen sink. For those not familiar with this popular prayer, it reads: “God grant me the serenity to accept the things I cannot change, the courage…
The formula for happiness: Wanting what you have
a2 + b2 = c2 e = mc2 y = mx + b Odds are, your head is full of formulas of which you have only a vague recollection and no ongoing use. You needed these formulas for a season – most likely to pass…
A tomorrow more certain than today?
Suppose I asked you what you would be doing in five minutes. Odds are, you would be able to answer that question with some high degree of certainty. After all, it will probably look a bit like what you are doing at the time you…
There is never a good time to invest
Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on…
The BIG list of great money advice
The Joneses aren’t as rich or happy as you think. Get rich quick and get poor quick are sides of the same coin. Your life is a better benchmark than the S&P 500 Index. The more complicated the investment advice, the more expensive and the…
The 5 money maps
In my last post, I set forth some of the frightening statistics around money and relationships, including: Disagreements around money are the #1 cause of divorce in America 12% of married couples have never had a conversation about their finances More than 1/3 of Millennial…
Love and money
“Money is not the most important thing in the world. Love is. Fortunately, I love money.” – Jackie Mason Have you had a disagreement with a loved one recently about money? If so, you’re hardly alone. An American Express survey found money took the top worry…
Traits of great financial advisors
You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who…