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Outlook 2015: In Transit

Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six consecutive calendar years of positive gains for stocks. “Neither snow nor…
The Towel Over the Treadmill Approach
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The “Towel Over the Treadmill” Approach

https://www.youtube.com/watch?v=Lfawd_krr_E In the book Thinking, Fast and Slow  author Daniel Kahneman famously describes how people are generally loss averse when it comes to money decisions: “Losses loom larger than gains.  The…
Financial Forecasting

Financial Forecasting (and Other Popular Myths)

https://www.youtube.com/watch?v=7oasXYQ4vBs Do you ever get the feeling that it’s more popular to be a pessimist than an optimist? Have you ever noticed how bearish financial forecasters seem smarter than those who are bullish? I first…
How to Invest for Income
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How to Invest for the Goal of Growing Income

https://www.youtube.com/watch?v=WqYGlBUN_Ns Why do you invest? It’s a simple question, but one so few people consider. Investors often fail to understand their reason for making investments, for saving money, or for what they invest in.…
Lessons from Omaha

Lessons from Omaha

https://www.youtube.com/watch?v=fk7Mw8Wkjis Rumors speak of a man in Omaha with god-like investing prowess. His legend is constantly examined by professional, professors, and even the media pundits. His 70+ years of investing and straightforward…
5 Investing Principles
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Back to Basics – 5 Investing Principles

https://www.youtube.com/watch?v=BnjtzOVuQoU If January taught us anything, it was that 2013 was truly an exceptional year for the equity market averages. Falling uncertainty, solid corporate earnings, and a rebounding economy all contributed…
Make the Media Work for You
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Outlook 2014 – LPL Financial

Portfolios Over Policy A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have been a source of wisdom,…
Make the Media Work for You
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Mid-Year Outlook 2013 – LPL Financial

Investors’ Trail Map to the Markets The investment landscape for the first half of 2013 has proven to be a tough one to navigate. And, LPL Financial Research believes the second half of this year will best essay writing service reviews be…
Give Your 401k a Checklist

Give Your 401(k) a Quick Checkup

https://www.youtube.com/watch?v=DLYYsY74JJ8 When was the last time you reviewed your 401(k)? It’s easy to adopt a “set it and forget it” mentality, but I believe an annual 401(k) review can lead to better growth, higher balances, and…
8 Best Financial Apps
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The 8 Best Financial Apps for Money-Conscious People

https://www.youtube.com/watch?v=dZUs-7kE_00 You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information.…
Investments with Uncommon Tax Benefits

2 Common Investments with Uncommon Tax Benefits

https://www.youtube.com/watch?v=WUaDmiRlMIE A common question we receive at Prosperion is “where all the tax-advantaged investments?” Last week John Booren covered two simple ways to reduce taxes on income, but certain types of investments…
3 Reasons to Have a Financial Advisor
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3 Reasons Why Everyone Should Have a Financial Advisor

https://www.youtube.com/watch?v=QNq2E03joTg Money is often a stressful issue for most people. It’s complicated, confusing, emotional and most of all – important. There is no way to simply put personal finance on the backburner and let it…
Starbucks In Vietnam
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Starbucks in Vietnam – Why Perspective Matters

https://www.youtube.com/watch?v=o1b9wBlOlkY I’m a big believer in perspective. I believe the right perspective influences how we interpret the world and is key to seeing all the opportunity around us. These past few weeks we’ve been…
Make the Media Work for You

Make the Media Work for You

https://www.youtube.com/watch?v=c9XPPVFpkm8 “News is to the mind what sugar is to the body.” – Rolf Dobelli We live in a world of news and media. We are constantly bombarded by headlines, articles, stories and breaking news updates.…
Make the Media Work for You
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Beat the Fear of Investing at Record Highs

For the next six weeks our advisors will explore different aspects of investor behavior and the effect it can have on a portfolio. First, I want to concentrate on investment time frames, and how a timeline might be the best guard against irrational…