All posts in "Money Matters"
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The Great Retirement Hoax: Why Focusing On Money Alone Will Not Be Enough

March 19, 2019

You have watched the myriad of commercials depicting couples living happily ever after in retirement. Pictures of healthy looking retirees on a sailboat or couples holding hands while on a river cruise of the Danube River. Fun and adventure all made possible by the gentle and skillful guidance of a friendly looking financial advisor. The […]

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Stop Procrastinating — start being P.R.O.A.C.T.I.V.E about your Retirement

November 9, 2018

Baby Boomers are retiring in droves these days. Many of them are unprepared to deal with this new phase in life. As with anything in life things don’t happen overnight. You don’t suddenly become financially literate at the age of 60 or 65. A successful retirement requires lots of preparation — financial as well as non-financial. It […]

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Is Your Caution Today Hurting Your Tomorrow?

August 16, 2018

How our brain works: We all think that we are fully rational all the time but in reality the way our brains operate that is not always the case. One of the key functions of the brain is self-defense. When the brain perceives danger it makes automatic adjustments to protect itself. When it perceives discomfort it […]

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3 Responses to Out-Smarting Stock Market Corrections — Control, Think, Act

February 16, 2018

The last couple of weeks have been tough on equity investors. Stock markets around the world have been down big, then up big — a real roller coaster of a ride. After going up in a straight line over the last year equity markets suddenly went into a tailspin in early February. Going through an equity correction […]

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7 Key Lessons To Make Your Investment IQ Skyrocket

January 26, 2018

Photo by Christine Roy on Unsplash If you are a portfolio manager or fund analyst I feel for you. You are under attack — some of it is justified, some of it is ignorance. All you read about these days is how bad your mutual fund manager is. You can’t even beat a Vanguard ETF. Unfortunately, I am […]

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