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How to Make Investing a Habit

How do you make investing a regular part of your life? How can you increase your odd of financial security? The answer is make it a habit! The past few weeks, I have been digging through The Power of Habit – by Charles Duhigg. This should be required reading for all as it really helps shed some light...

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Choosing a Financial Advisor

Why do most individual investors hire a financial advisor? Why should most individual investors hire a financial advisor? These are fundamentally different questions that result in radically different answers. Financial advisors are hired for a myriad of reasons. Some investors choose an advisor for improving the investment returns while others choose advisors for helping towards some future goal....

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Information Overload

This is kind of scary but it’s accurate. Every 60 seconds, the following information happens: So…to recap: every 60 seconds: 65,000 photos get uploaded into Instagram 350,000 tweets are sent 3,800,000 Google searches are run 156,000,000 e-mails are sent With all this information going on at one time: How are you supposed to focus on investing...

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Investing 101 – Start Early

Today, we start with something simple; how to get younger investors focusing on the right steps for their future. Here, we will start with easy ways to get started, benefits of investing, and how to allocate your time and efforts. I recently had lunch with a young client of mine to discuss investing. During the...

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Should I Be Doing Something Differently?

This question has come up so many times the past few months and seems to correlate quite well with the recent uptick in market volatility. I figured this would be a good time to revisit the goal we set for ourselves and why we are investing in the first place. The market has been increasingly...

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