Tag Archive for: Steve Booren

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…
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.…
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…
4 Freedoms of Retirement
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How to Get Ready for Retirement – The 4 Freedoms

https://www.youtube.com/watch?v=rqJv6rmUBYg People often think of retirement as freedom from work. It’s the day they step away from their career, collect a gold watch, and set sail for the Bahamas. While retirement does usually include the…
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…
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…
Starbucks In Vietnam
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Prosper On: 2012 Wrap Up

https://www.youtube.com/watch?v=mKp9VPolgsE Rather than provide the standard yearly wrap up, I thought it would be best to address the two most frequent questions I’ve been receiving. First, what was surprising about 2012? Second, what’s…
Starbucks In Vietnam

Time to Get to Work

https://www.youtube.com/watch?v=nUGYWKgmCr0 With the 2012 election over and a familiar face in office it’s time to get to work. We are, and always have been, a land of opportunity for those willing to put in the time and sweat. Now is the…
Starbucks In Vietnam

The Uncertainty Gap

https://www.youtube.com/watch?v=rVxIT898-CI There’s a growing gap in America between what the financial markets are doing, and how people feel about the economy. With continued somewhat positive news like this week’s auto sales data, the…
Starbucks In Vietnam
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The Dividend Growth Advantage

We live in such a noisy and complex world. The “fiscal cliff”, the presidential election, Greece, France, Italy, China, a tropical storm, the shaky market, low interest rates… it’s enough to make even the most seasoned investor cautious…
Starbucks In Vietnam
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A Nation Re-energized

https://www.youtube.com/watch?v=kOxEqsCRrUU “Human innovation is the only natural resource we have.” - Julian Robertson, Founder Tiger Management Innovation and technology are causing dramatic shifts in America’s energy reserve estimates…
Starbucks In Vietnam
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Volatility is the New Norm

Can you believe 2012 is half over? Wow, time moves fast. As the books close on the second quarter of 2012 I’m comforted by a modest gain in most of the broad market indexes, but investors are learning to understand one thing: volatility is…