• Men Vs. Women

    Investing by Gender: Are Men from Mars and Women from Venus?

    It’s been said that men are from Mars, and women are from Venus.  This notion, posited by author John Gray, Ph.D., in his bestselling book of the same name, speaks to the differences in the way that men and women interact with one another on a social level. According to Gray, men and women are…
    Read More »

  • Rebalancing Act

    Rebalancing Act

    Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio.  But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance.  This is inevitable and, in fact, desirable.  However, dissimilar performance also changes the integrity of your asset mix, or allocation—a…
    Read More »

  • Wheel of Emotions - Behavioral Finance

    Behavioral Finance: Are We Ruled by Emotion?

    If asked, most people would probably say they are rational individuals who make wise decisions. Indeed, logical thinking and prudent behavior are the norm for the majority of people in most instances.  Unfortunately, when it comes to money management, people who are otherwise rational often tend to act irrationally, and this tendency is quite pervasive.  Regardless…
    Read More »

  • WF_1

    I Went on a 2 Week Diet and All I Lost was 14 Days!

    I went on a 2 week diet and all I lost was 14 days! – anonymous You can’t avoid hearing them on the TV, the radio, and seeing them in your magazines… Weight Loss Solutions!  We are bombarded by pictures and testimonials on how weight loss programs helped someone lose 10, 20, even 50 lbs…
    Read More »

  • Storm Brewing

    oh, see the storm is threatening…

    oh, see the storm is threatening my very life today if i don’t get some shelter yeah, i’m gonna fade away These lyrics from the famous English rock band say so much. In our business of helping clients with their personal finances, we keep a close eye on our government’s tax policies. We are indeed…
    Read More »

    Blog

Investing by Gender: Are Men from Mars and Women from Venus?

Men Vs. Women

It’s been said that men are from Mars, and women are from Venus.  This notion, posited by author John Gray, Ph.D., in his bestselling book of the same name, speaks to the differences in the way that men and women interact with one another on a social level. According to Gray, men and women are as different as beings from two totally different … [Read more...]

Rebalancing Act

Rebalancing Act

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio.  But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance.  This is inevitable and, in fact, desirable.  However, dissimilar performance also changes the … [Read more...]

Behavioral Finance: Are We Ruled by Emotion?

Wheel of Emotions - Behavioral Finance

If asked, most people would probably say they are rational individuals who make wise decisions. Indeed, logical thinking and prudent behavior are the norm for the majority of people in most instances.  Unfortunately, when it comes to money management, people who are otherwise rational often tend to act irrationally, and this tendency is quite … [Read more...]

I Went on a 2 Week Diet and All I Lost was 14 Days!

WF_1

I went on a 2 week diet and all I lost was 14 days! – anonymous You can’t avoid hearing them on the TV, the radio, and seeing them in your magazines… Weight Loss Solutions!  We are bombarded by pictures and testimonials on how weight loss programs helped someone lose 10, 20, even 50 lbs or more, in only a few short weeks without lifting a … [Read more...]

oh, see the storm is threatening…

Storm Brewing

oh, see the storm is threatening my very life today if i don't get some shelter yeah, i'm gonna fade away These lyrics from the famous English rock band say so much. In our business of helping clients with their personal finances, we keep a close eye on our government’s tax policies. We are indeed facing a storm of new taxes that are … [Read more...]