Posts Tagged ‘financial advisor’

Common Portfolio Wisdom – “CASH IS TRASH”

Pros – During times of great market opportunity, cash instruments usually won’t outperform inflation and taxes. Cons – Cash is a great tool to protect portfolios from large long-term loss during market downturns. Preserves capital to be used at better opportunities. Axiom – There are three main goals we have when investing money, safety, liquidity,…

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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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NIKE, Just do it.

5 Principles to Restore Order and keep you well! Number Five – NIKE, Just do it. Jim Rohn, an American entrepreneur in his rags to riches story said it this way. Don’t let your learning lead to knowledge or you will become a fool. Let your learning lead to action and you can become wealthy.”…

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Get an Integrated Blue Print, aka Business Plan for Life Part 2

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 2 An integrated blueprint or business plan for life will detail what you have including obstacles seen and unseen along with what you need, opportunities available to you to help you meet…

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Get an Integrated Blue Print, aka Business Plan for Life Part 1

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 1 Having a plan with the flexibility to deal with changes and life issues is critical, this is the cornerstone of planning. We call it a business plan for life. This strategy…

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Find a Specialist

5 Principles to Restore Order and keep you well! Number Three – Find a Specialist (or two) The book, Three Cups of Tea is about a mountain climber who was inspired by an encounter with impoverished villagers to build schools in Afghanistan and Pakistan. You may wonder how this relates; let me explain. With most…

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