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I recently had a conversation with a colleague and friend in the military who demonstrated the temptation frequently faced by investors: giving into the emotional banquet of “market” stimuli served up by the media and catered by the financial services industry. My...
Retirement Planning
I’m surely not the only one who looks back at my youth and asks, “What was I thinking?” My list is long and undistinguished, and I’ll reserve these “teachable moments” to only finance-related matters today, for all of our benefit! 1. Delay gratification: I need look...
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Times like these conjure up all manner of emotions. We want to take a moment to remind our clients (and ourselves!) of a few long-standing investment and planning axioms: 1. Timing the market is a fool’s errand. It “feels” safe to take risk off the table as...
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