Staff blog posts

The Investor’s Paradox of Choice

I’ve recently begun work on a long overdue kitchen remodel.   The experience has been both exciting and challenging.  One aspect I was not entirely prepared for was the sheer number of choices to be made. I’ve spent hundreds of hours researching floor tiles, countertops, cabinets, appliances and lighting options.  Along with the material choices, there were a number of design decisions.  I probably went back and forth fifty times on whether or not to open up a wall between the kitchen and dining room.

Investors Shouldn't Give In To Messages of Fear

I like to watch Bloomberg TV in the morning as I’m getting ready for work. It’s a way to mentally prepare for the day, and get a sense of the markets, and the major storylines from around the world, before heading to the office. It may seem an odd ritual for someone who talks and writes about the importance of ignoring daily market movements, and tuning out the sensationalist financial media, but I think there is a big difference between choosing to look beyond the short-term, and being uninformed about it.

Don’t Go Shopping Without a List

Have you ever gone to the grocery store without a list?  If so, you probably know the following things are highly likely:

5 Ways to Keep Calm, Carry On in a Volatile Market

The first four trading days of 2016 were the worst to start a year in the history of the S&P 500, and the volatility continues to take investors on a roller coaster ride as January grinds on. In the face of that kind of downward pressure, and the ensuing onslaught of negativity in the media, it can become extremely difficult for investors to keep a level head.

6 Questions To Ask A Potential Financial Advisor

A few weeks ago a new, potential client came in to meet with me. He was armed with a list of questions.

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