
America – Heck Yeah!
Having just celebrated Independence Day (hopefully with hotdogs and light beer and fireworks), I thought I’d write a patriotic post this week. It’s a quotation
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Having just celebrated Independence Day (hopefully with hotdogs and light beer and fireworks), I thought I’d write a patriotic post this week. It’s a quotation

Peter Lynch (uber-famous investor of the Magellan fund) once said… Far more money has been lost by investors preparing for corrections or trying to anticipate

Claire loves the action of the roulette table. The marble bouncing around the wheel. The people yelling and screaming. The chips clinking onto the table.
If you give me $13,500, I’ll give you $22,500 in return. Do I have your attention? What if I offered you this deal every year
When you buy a stock, who are you buying it from? I don’t mean the company that executes your transaction (Schwab, E*Trade, Fidelity). What I

Name a famous investor. Got one? Think about that for a second. Why would you – presumably someone who doesn’t work in finance – know any

“Please tell me you put my entire portfolio in SNAP this morning. — Anonymous Client 3/2/2017 On March 2, Snapchat IPO’d. In its first day

9 years ago, we were in the middle of the worst market downturn since 1931. We had no idea when the pain would stop. All

Think of the most famous investor you know. I’d bet my financial planning practice you thought of Warren Buffett. And with good reason. He’s universally touted
True or False: in retirement, you invest the same way you did before retirement, but with less risk. (Don’t you love my pop quizzes?) The