Are you in the Four T’s
I challenge you to be the pebble that is dropped into the pond and creates a ripple of gratefulness and gratitude across the waters of your life even in the midst of too much Travel, Togetherness, Turkey and Tension
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Looking Back and the Future
We now face the next 70 days of transition as the Obama-led White House makes way for the Trump presidency. Speculation and anticipation will run amuck as the 24 hours a day news cycle continues to pollute our mind with every speck of real and imagined information.
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Carpe Diem – Go VOTE
According to the United States Census Bureau, the average lifespan is 78.74 years. This means that for the lucky one who turns 18 at least 30 days before the Presidential Election has 15 times to vote for President.
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Who you gonna call – Robo-Busters
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?
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Did Columbus have a Risk Number?
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?
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How’s Your Pumpkin Patch?
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?
