Financial Peace of Mind: Is It Possible? 3/24/15

One of my favorite quotes from famous motivational speaker and author Brian Tracy is “Set peace of mind as your highest goal, and organize your life around it.” I believe that anyone who took this quote to heart and pursued it in any area of their life would get closer to achieving peace of mind.
When […]

By |March 24th, 2015|Uncategorized|0 Comments

A Few Great Summer Reads 6/30/14

Summer is the perfect time to slow down and spend some time reading, especially with the holiday weekend approaching.Below are some great reads I’ve come across recently. Enjoy!

 

What you’ll miss about the recession

The money-happiness connection

Avoiding stupidity is easier than seeking brilliance

Solar roadways

50 major disruptors in our world today

5 Brain defects that make you a lousy […]

By |June 30th, 2014|Uncategorized|0 Comments

A Few Tips For Protecting Yourself From Cyber Fraud 6/20/14

Keeping up with the latest scams and seemingly endless attempts at fraud may feel daunting, but it is worth taking the time to educate yourself on ways you can protect your personal information.If a criminal accesses your personal information it can be used for a variety of fraudulent activities and being vigilant in protecting yourself […]

By |June 20th, 2014|Uncategorized|0 Comments

What A Difference 5 Years Makes.. 3/25/14

Wow, what a difference five years makes. The tables below show how six different asset classes performed during the five years before and the five years after the last market crash in March of 2009.

 

Five-year returns pre-crash. Source: Attain Capital.

 

Five-year returns after the crash. Source: Attain Capital

 

Three takeaways from this are:

1. Don’t Fall in love […]

By |March 25th, 2014|Uncategorized|0 Comments

To Task or To Multi-Task 11/27/13

Growing up with a friend who is a genius (really!) and being married to a Doctor of Psychology who easily got A’s rarely left me feeling like the smartest person in the room. Now I’ve learned that I may have been making myself dumber all these years, and my IQ may have dropped by 10%. […]

By |November 27th, 2013|Uncategorized|Comments Off on To Task or To Multi-Task 11/27/13

What Will Obamacare Look Like and How Will It Affect You? 11/12/13

Many are just starting to learn more about The Affordable Care Act (Obamacare) and how it may personally affect them.  I just read the link below via John Maudlin, which is an email that Jonathan Tepper sent out. Jonathan is a Rhodes Scholar, economist, writer, and speaker.  Some of his insights are quite enlightening about […]

By |November 12th, 2013|Uncategorized|Comments Off on What Will Obamacare Look Like and How Will It Affect You? 11/12/13

Be Sure To Complete This One Task Before You Die 9/13/13

This blog topic was inspired by an author I follow, Seth Godin.  He writes here about the importance of designating a health care proxy and giving them written instructions.   He urges his followers to share the post in hopes that “If every person who reads this sits down with her family and talks this through (and […]

By |September 20th, 2013|Uncategorized|Comments Off on Be Sure To Complete This One Task Before You Die 9/13/13

Investors, their mistakes, and overcoming them

Much has been written about common investor mistakes and the conclusion seems to be that we are our own worst enemies. In fact, there is even a term called the “Investor Behavior Penalty.” This refers to the phenomenon of the average stock fund investor’s returns consistently trailing way behind the average stock fund return […]

By |June 29th, 2013|Uncategorized|Comments Off on Investors, their mistakes, and overcoming them

Are you missing out on an important source of income for your portfolio?

As a result of the worldwide financial crisis that unfolded in 2008, the Federal Reserve has managed to keep short-term interest rates close to 0% for almost five years now. Both large institutions and retail investors need to generate income from their investments, and the massive flows into bonds over the last several years have […]

By |June 20th, 2013|Uncategorized|Comments Off on Are you missing out on an important source of income for your portfolio?

“Longevity Bonus” Inspires Baby Boomers To Rethink, Reinvent Retirement

Retirement is a-changin’ for baby boomers, who are entering their golden years in an age of economic uncertainty and when people are living and working longer. More than accumulating wealth, they are more focused on peace of mind, reinvention, connectivity and traditional values, according to a new Merrill Lynch Retirement study.

As is characteristic of […]

By |May 14th, 2013|Uncategorized|Comments Off on “Longevity Bonus” Inspires Baby Boomers To Rethink, Reinvent Retirement