Investing
Posts about Investing.
Are You Emotionally Attached to Your Company Stock?
Are You Emotionally Attached to Your Company Stock? I work with a lot of clients who are in their 50s and 60s. They’ve put a lot of time and effort into building careers they are proud of, and as they reach retirement age, they want to maximize their investment...
Is Your Financial Advisor a Giver, Taker, or Matcher?
Is Your Financial Advisor a Giver, Taker, or Matcher? One of my favorite books I’ve recently read is Give and Take by Adam Grant. In this New York Times bestseller, Grant discusses the three different personality types in terms of how they treat others and identifies...
4 Signs You Are an Emotional Investor
Emotions are part of being human and come in useful in a number of situations. Being emotional when you attend your first daughter’s wedding, for example, is natural and means you’ve formed a deep connection with your child. However, emotions can often disrupt other...
Why You Need to Stop Checking Your Investments Every Day
Technology, while a great benefit in many aspects of our lives, has caused some serious consequences that can easily take over your life if you let them. Have you ever been around a friend or colleague who, instead of engaging in a conversation with you, is...