Why Your Financial Advisor Should Conduct Lifeboat Drills with You
If you’ve ever taken a cruise, you’re familiar with the term ‘lifeboat drill’. This is where the captain has all the cruise ship guests don life vests and gather on the decks to learn how to use the boats in the unlikely case that the ship goes down. Now, the actual...
5 Signs You Need to Dump Your Financial Advisor
Ending a relationship is never fun. No matter how miserable you’ve been in the union or how free you will now be after its end, there’s still the discomfort and fear that comes with any major change. Though your relationship with your financial advisor may not be as...
Why New Year’s Resolutions Don’t Work: And What DOES Work for Goal-Setting
Are you thinking about eating turkey with the family and picking out the perfect Christmas tree at this time of year? Or are you like many other future-thinkers who are already fast-forwarding to come up with a list of new year’s resolutions to make 2018 more...
How Investors Can Successfully Navigate a Mid-Life Crisis
Many people start questioning their lives when they reach their mid-40s and early 50s. Did they do enough? Is their marriage enough? What happened to all their young and vibrant years? Coupled with existential questions such as these are the inevitable negative...
How Investors Can Identify Retirement Goals
It’s never too early to start thinking about retirement. Seriously, if you are 25 years old, you are not too young to begin thinking about what an ideal retirement would look like for you. Not only will this allow you to start saving early and dramatically increase...
How to Avoid a Late-Life Divorce
Many people think of divorce as mostly occurring with couples who marry too young or those who are just entering their mid-life years. However, in the past ten years, the percentage of those who are divorcing at age 50 or over has dramatically increased. There are...
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...
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