Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
Why Volatility is Good
Higher risk must be accompanied by higher potential rewards. To get that, we have to accept more volatility and that’s what the stock market provides. Even a well-diversified portfolio will move up and down with the markets, so let’s structure a portfolio so we can live within the good times and the bad!
The Upside To A Market Crash
If you are in the savings/investing mode, would you rather stock prices today be over or under the true value of the companies you are buying?
Realize That…You Just Don’t Know
Having invested other people’s money for more than 30 years and studied other managers doing the same, it is clear to me that the markets cannot be beaten.
A Guarantee That’s Not Truly Guaranteed
Do you want a guaranteed investment return? If you answered yes, I hope you added the condition that it depends on who is providing the guarantee and what that guarantee actually is.
You Can Never Go Back
Our technological progress has only just begun. If you want to participate in this growth financially, the best approach is through company ownership in a diversified fashion among industries, geographies, and sectors.
Structure a Portfolio Whose Behavior in Market Crashes is Acceptable
If you are 40 years old, you will likely experience 5 to 8 more market crashes during the rest of your life. You can try to predict them and trade through them, but history says you won’t be successful as no one has ever done so through more than one or two.
Do What’s Always Worked
When tying your future wealth to something through investment, be sure what you are doing has always worked in the past. Don’t be distracted by the odd strategy or “opportunity.”
Be Diversified
We’ve all heard that we should be diversified, but what does that mean? It means to own a lot of things that you expect to do well over time but that don’t always do well at the same time.
Risk-Reward of Your Company Stock
We make decisions in everyday life based on seeking a reward given the risk we are willing to take. Without risk, there is no reward.
3 Things to Know About Your Company Stock
You’ve worked for a great company for a while and have stock that has built up over time. What do you need to know to get the most out of it? Here are three things you need to know about your company stock.
Do You Have Too Much Company Stock?
Diversification is the key to any successful portfolio. However, recently, individual tech stocks have been all over the news and I’ve been getting asked, “How much company stock should I have?” or “Do I have too much?”