Archive for July 2019

More than Money – Life Reimagined part 2

Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others, it’s the golden years. However, you define retirement; there is one thing in retirement that everyone is striving for, financial peace and security to live the lifestyle they want. It’s not being tied…

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Common Portfolio Wisdom – “INFORMATION = POWER AND SOPHISTICATION”

Pros – Accurate information is important. Investors have access to more information now due to the Internet.  Cons – Power through information is weakened since everybody has access to the Internet. Too much information. Emotions tend to rule over facts. Axiom – Information is no longer power. Power now comes from the correct interpretation of…

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More than Money (Part 1)

More than Money – Life Reimagined Retirement is defined in many different ways; some call it phase two or their second act, some call it re-discovery, for others it’s the golden years. However, you define retirement, there is one thing in retirement that everyone is striving for, financial peace and security to live the lifestyle…

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Common Portfolio Wisdom – A GOOD FUND = 5-STAR RATING

Pros – Rates management quality and consistency. Can demonstrate how that fund could perform in a certain market. Cons – If the market trend changes, the fund’s style and holdings may not perform well. Axiom – When referring to styles and holdings, past results are rarely good indicators of future results, as market trends tend…

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