Are you using the “magical phrase I don’t have time” that gives you permission to be a helpless victim to the all-powerful time that is passing you by?
I have heard that excuse daily in this data-driven 24/7/365 world. We use this excuse to procrastinate and avoid getting things done.
It is a lie that we tell ourselves and others.
For investors, The Grinch tends to come early every December with the Short and Long Term Capital Gain Distributions only he is not taking away from the Whos, he is delivering taxable income that creates tax bills that come due April 15. Be careful and don’t be surprised if that big present from the Mutual Fund company might be a BIG TAXABLE DISTRIBUTION.
The most popular question that has been in my inbox, my telephone conversations and in nearly every conversation that I have had since November 8, 2016 is………………….
“The Question” – What should you do financially in the wake of the election?
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?