How is the lizard part of your brain costing you money? Are you sometimes mystified by how your money seems to mysteriously disappear? That’s because the primitive so-called lizard part of your brain is probably in charge of your spending. In the middle of your brain is a primitive group of nuclei called the basal […]
investment portfolio review
How Fit Are Your Finances? What to Check Up on in The New Year
So how are those 2014 financial resolutions going?” If you find that question cringe-inducing, trust me: you are not alone. And you may be over-reacting. As a financial advisor, I can assure you it’s still plenty early for you to turn your good financial intentions into actionable steps and repeatable systems. All behavior change (weight […]
How to jump-start your financial plan in 2014
For the most part, the best way to keep motivated is to make your resolutions as structured as possible. No matter where you are in the broad spectrum of financial security, it’s important to always keep track of where you are and where you want to go. The following tips can help you make 2014 […]
investment planning for young adults – Myths busted
Recent college or university graduates with their first career job have an understandable itch to spend money. The last thing they want to think about is saving money and building assets. Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable lifestyle now and in […]
Are you a Ant or Grasshopper
Remember the story of the ant and the grasshopper? The ant worked hard all summer, gathering wheat grains to store for winter. And the grasshopper? He just hopped around, enjoying the sunshine and laughing at that sweaty ant. Well, once winter hit, the grasshopper wasn’t laughing, but was cold and miserable and hungry. And the […]
Investment Portfolio Review Offer
Investment Portfolio Review Offer Many families hold their investments at several institutions, losing track of their investment performance and allocations. Others are unsure about the advice they are getting from their stockbroker/Insurance agent. Rarely are individual investors able to get a second opinion on their investments from a seasoned manager. My interest is making sure […]