Sure go head and choose the trending colors on Pinterest or go to the latest blockbuster movie. Even check out the trendiest resto in town. But please don’t apply that popularity concept to your investments. Further to my last blog post let’s take a deeper dive into...
When you are as old as I am, the phrase been there done that takes on new meaning in all aspects of life. The stock market and the activity of its participants follow patterns that hold true no matter the decade. It just blows my mind at the similarity of people’s...
One of the suggestions for a blog post was: How do I select the companies or investments for you my clients? Here are the characteristics that must be present in order of importance: First and foremost is that the company must walk the talk. In other words what is...
Here are 5 questions to ask yourself to reflect on your future financial goals and to hopefully help you to be prepared for whatever the journey may bring: What are your top 3 financial priorities or concerns? Who do you care about and/or are financially responsible...
Two recent client situations led me to write this blog. There is a myth that is perpetuated that financial success is achieved by choosing the right investments with a good return. That is untrue. Your own financial behavior will have a greater effect on your outcome.... 
