Tag: Goals

Which of the Four Are You?

Which of the Four Are You?

All of us are innately wired to react certain ways when it comes to making investment decisions.  Some of us are spenders while others are savers.  Some are thrill seekers while others prefer to play it safe.  Each of these personalities has good qualities and areas for improvement.  We’ve found that being “self-aware” is the first step to becoming better investors and…

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Is There Nothing to Fear?

Is There Nothing to Fear?

My children finished out their last days of school this week.  Sydney will be heading off to middle school after the summer and all three of them are thinking much more about what fun they will have over vacation than anything else.  The month of May usually starts off a summer period in the markets that leaves us with less…

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It’s Time to Talk About Aging

It’s Time to Talk About Aging

We are all, inexorably, marching toward old age. By 2030, 72 million Americans will be age 65 or older.1 The good news is longevity has been improving, and people are remaining healthy and vibrant at older ages. The bad news is cultural perceptions of ‘old’ people have not kept pace. A 2016 analysis by the World Health Organization found ageism was abundant and…

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Where’s the Beef?

Where’s the Beef?

What a Difference a Year Makes! Those who thought the S&P 500 would be the best place to invest in 2016 may have been surprised to find that “the beef” was to be found in many other types of investments last year.  Some of the most unloved asset classes recovered well after February with Energy, Commodities, Emerging Markets and Smaller…

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Laddering versus Chunking

Laddering versus Chunking

Many times clients come to us to find a better rate than what their bank is offering when a CD is coming due.  Sometimes they are looking for the best short term rate because they fear interest rates are going up and want to have the money available sooner rather than later.  Other times they are willing to look at…

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Did You Miss the Gorilla?

Did You Miss the Gorilla?

Last week we hosted our first session of Brain Games in which we found as many ways as we could to trick the audience.  We unveiled to them their own biases and ways their own instincts work against them, especially when it concerns investing.  It’s especially interesting to see how most people believe that they cannot be tricked or do…

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