Category Archives: General Finance

Financial Lessons over the past 20 years.

I recently read an article about Advisors who have been in our profession for the past decade and some of the financial lessons they have learned. This article was in one of many Investment Advisor magazines that come across my desk. It seems like I get them daily. Anyway, it was interesting to read whatContinue Reading

Setting Financial Priorities

“Things which matter most must never be at the mercy of things which matter least.” – Johann Wolfgang Van Goethe Life is a question of balance but finding and maintaining that balance can be a challenge. The thing with life is that it’s unpredictable and what keeps you in perfect alignment one day may tipContinue Reading

Six steps to avoid being a money moron

“Life can be awkward at times. It’s part of the growing process.” – Jim Fargiano There’s a saying that “love conquers all” and to a certain extent that’s true. When you love someone you’re willing to overlook many of their flaws and focus on the positives; that can be a good thing when it comesContinue Reading

Lessons from Financial Crisis

“Only those who risk going too far can possibly find out how far one can go.” ~ T.S. Eliot As human beings we have the good fortune to be infinitely adaptable. While it’s true that it’s often more comfortable to stay safely in the realms of the familiar, if you’ve ever had to adjust and adaptContinue Reading

The Sum of Five

“People’s lives are a direct reflection of the expectations of their peer group. Your life experience will never far exceed the expectations of your peers, because to stay connected to them there is an unconscious contract that says ‘we’re going to be within this range of each other.’ Now, on the other hand, if forContinue Reading

Sudden change

“We may run, walk, stumble, drive, or fly, but let us never lose sight of the reason for the journey or miss a chance to see a rainbow on the way. “ Gloria Gaither One never knows what tomorrow will bring It is very important to remember that life can bring sudden change when developingContinue Reading