Market concerns are a reality that investors must live with over the entire course of their investment journey. Most recently, there have been concerns over inflation, and COVID, and Ukraine, and Israel, and the coming election, and whatever else was on the news this morning. I don’t mean to belit...
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Money. Finances. Investments. They may sound like cold, impersonal topics – but they are usually super-charged with emotion. We all have different feelings about money based on our family history and personal experience. To some, money is about safety and security. To others, it’s about control ...
As John F. Kennedy said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” Kennedy wasn’t specifically talking about financial planning when he said this, but he might as well have been. Much like death and taxes are the two things that...
One of the things Advisors have to learn on the job, emotionally, is how to deal with the knowledge that a client has passed away. Often in my relationships with clients, I get a sense of their energy, and I look forward to interacting with them in our meetings and phone calls. When this energy [&he...
It is an unfortunate truth that most schools don’t include any type of personal finance and investment management in their curricula. In fact, the first time that a large portion of young people in the U.S. are exposed to making decisions around investments comes when they are enrolling in their 4...
Dia de los Muertos lands on my birthday. There are some interesting feelings to unpack as I think about another year older and the All Souls Procession in Downtown Tucson. According to The Mexican Museum, “Día de los Muertos acknowledges the symbiotic relationship between life and death. El d...
Years ago, I attended a panel discussion at a conference, and one of the panelists challenged a fellow panel member to reassess how they defined a successful life. The panelist was talking about ROI (Return on Investment), but not in the traditional sense. Instead, the challenge was to look at your ...
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