After almost 45 years as a financial advisor, one realizes that there’s truth behind the phrase, “Reality is made up of circles, but we see straight lines.” Market cycles, crises, and investor behavior are all echoes of things we’ve seen in the past and will likely experience again in the future. No doubt the COVID-19 crisis impacts us all, and while it may feel like something completely new, it really isn’t.
Why Do People Really Buy Gold And What Are The Alternatives?
Why I Became A Financial Advisor
Legacy – The Power of Time and Good Behavior
Improving Investor Behavior – Fear: Acknowledged and Avoided
What Are You Doing on November 4th?
Your 7-Point Checklist For When Life Suddenly Changes
Your Comprehensive Financial Planning Guide For Women
Improving Investor Behavior: Keep Politics Out of Your Portfolio
Does Your Business Need a LIFT?
Improving Investor Behavior: Reframing Your Business Mindset
Improving Investor Behavior: Blind Spots & Confirmation Bias
Getting Back to Better
Improving Investor Behavior: Fear is a Very Powerful Emotion
Improving Investor Behavior: An Unintentional Sabbatical
Highlights of the CARES Act