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…
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…
6 behaviors that predict future wealth
For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client. One widespread truism about human behavior is that what gets rewarded gets done…
Giving advice that sticks
The numbers aren’t pretty. According to a 2016 study conducted by Northwestern Mutual, 62% of Americans do not have a financial advisor of any kind. And while not getting any advice is inadvisable, the numbers are bleak even within the cohort who are paying a professional, with only…