Halloween is Trick or Treat time.
Such a simple phrase on a rather interesting evening of dressing up and asking complete strangers to give you a treat.
What happens when someone you have loved, cherished and been married to gives you the trick of a lifetime?
This occurrence has become known as …
The real problem for investors is behavior. Our poor spending and savings habits, our tendency to chase returns, and our general difficulty in changing those behaviors is the investor’s analogy to the obesity epidemic. Having a new technology platform with a better asset allocation algorithm misses the point, if you can’t afford to save and invest in the first place, who are you going to call and talk with to stay the course through difficult markets?
Are you like many investors who fail to consider the risk your portfolio holds? Chances are you’ll find yourself making irrational, emotional decisions that negatively impact your personal success.
Using our Riskalyze tool, our clients can pinpoint their Personal Risk Tolerance and understand that their investments are in alignment.
Want to find out what your Personal Risk Tolerance is?
IsThe Pumpkin Patch season is here. Lots of pumpkins available for sale and picture taking all over the DFW Metroplex. The Dallas Arboretum has Autumn at the Arboretum with over 90,000 pumpkins. The beauty of the pumpkin patch is enjoyed by all ages and it is a result of the careful planning and scheduling that occurs from planning till harvest and delivery.
What do Pumpkins have to do with investments and financial planning, you might ask?
Today marks the end of the 3rd quarter and a great time to reflect on events and lessons from the last 90 days.
Life Lesson #1 – Cash will always be King
September 1978
It was a magical time to be a college student. In Texas the drinking age was 18, the SMU Mustangs were winning football games and we had incredible date parties at the Phi Delta Theta house. We were college kids – stupid and funny and could not worry about it being on social media 32 seconds later.