The lIfeblood of Advancements and Progress

The Lifeblood of Advancements & Progress

https://www.youtube.com/watch?v=rWRjwiR_edU When I evaluate companies for investment there’s always one character trait I look for, disruptive innovation. These troublemaker companies aren’t content with the status quo and dare to be…
When will the market correct?

When Will the Market “Correct”?

https://www.youtube.com/watch?v=1E0C6NNrnY4 March 9th, 2015 marks the sixth anniversary of the end of the last market correction. That day the Standard & Poor’s 500 ended at 676.53 versus today’s closing level of 2,100. But the significance…
Challenges Facing Women Investors

The Biggest Challenges Facing Women Investors

As a female advisor for 31 years now, I have experienced first-hand the unique challenges facing these women which often center around three important areas: their parents, their children, and themselves.
Time to Back Up the Truck

Time to Back Up the Truck?

https://www.youtube.com/watch?v=WKg3ISoM1zs Ever heard the phrase “Back up the truck”? It’s a slang term among professional investors referring to the purchase of a large position in a stock or other financial asset. Typically this…
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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…

2014: The Year in Review

https://www.youtube.com/watch?v=QlTdNYr0GI0 As we wrap up yet another year of incredible progress we want to take a moment to look back over the events of this past year. Experience reminds us this exercise is crucial to maintaining a long-term…
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…
Tune Out the Noise

Tune Out the Noise

https://www.youtube.com/watch?v=Jz3NrCavLws Have you ever noticed how noisy the media is when it comes to finance, investments, or even your retirement? I often have a news program on - but usually have the sound turned to “mute.” That’s…
Preparing Heirs

Mid-Year Outlook 2014 – LPL Financial

At this year's halfway point, we offer the LPL Financial Research Mid-Year Outlook 2014: Investor's Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar to a farming almanac, our Investor's Almanac is…
Millionaire in the Making
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Now Available: Millionaire in the Making by John Booren

https://www.youtube.com/watch?v=Bbq1ck-bSTk In the last year, I’ve had the realization that there are far too many people living in the most financially impactful years of their lives who lack the necessary planning and guidance to make…
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.…
Preparing Heirs

Are your Heirs Prepared for Their Inheritance?

We believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?
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…
Preparing Heirs
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New Service: Preparing Heirs

Families, with the prudent guidance of professional advisors, typically do a very good job at preparing the assets to transfer to the heirs through the pre-transition planning processes of estate and tax planning, investment management, and philanthropy. But what is lacking is preparing the heirs to receive and manage the assets – the missing link in estate planning.