A successful investor maximizes gain and minimizes loss. A successful person accomplishes their financial goals. Investing is one strategy we can use to accomplish those goals. But there is no guarantee that any investment strategy will be successful, which means […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. My parents can’t manage their money anymore. […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. How Long Should I Hang on to […]
Do you want to reach financial success? The first step is getting your mind right! Being in this business for over 12 years and interacting with all different types of people, I have heard some crazy financial advice along the way. I […]
You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually […]
