Figures who don’t lie

Posted by lifetime
On October 15, 2019

Reading a recent article brought back memories of the expression “figures lie and liars figure”. Rather than focus on specific items that triggered my reaction, you will probably get more value from a cautionary tale about the subtle ways Wall Street and the financial media lead investors astray. Not only will you learn how to see […]

Amid tariff wars, temporary truces, Brexit bewilderment and Hong Kong anti-government rallies

Posted by lifetime
On July 30, 2019

Amid tariff wars, temporary truces, Brexit bewilderment and Hong Kong anti-government rallies, the global thermometer isn’t the only gauge that may leave you reeling between cooling chills and hot flashes this summer. Let’s take a refreshing journey back to May 2018, when Nobel Laureate and behavioral economist Daniel Kahneman presented how to improve our decision making process. […]

The Next Frontier of Investing: Investing 3.0!

Posted by lifetime
On June 14, 2019

As individual investors have adopted indexing and index funds as the standard for evaluating investment performance, Vanguard and other industry leaders are moving on. To keep up, you need to think about investing in a new way and explore the next frontier. Read on to learn about factor-based investing and why understanding how it works […]

A Process to Receive Transfers of Wealth!

Posted by lifetime
On April 13, 2019

Another quarter has come and gone; a tick of the second hand in your lifelong financial journey. At this moment, we can compare and contrast the current quarter-end to recent rounds. As a Wall Street Journal article summarized, “Stock investors have been on a wild ride the past six or so months: The S&P 500 has gone from […]

Investing that Just Gets Better!

Posted by lifetime
On February 13, 2019

Investing That Just Gets Better Have you seen the award-winning magician Jay Alexander? After each amazing trick, he looks at you with a gleam in his eye and says, “and it just gets better!” Imagine how you would feel about your financial security if your approach to investing “just gets better!” That’s how I feel […]

The Legacy of Jack Bogle!

Posted by lifetime
On January 17, 2019

I often write when investment markets are roiling or unsettling news may have individuals questioning their resolve as investors. Today, I simply want to take a moment to step away from the daily turmoil and honor the life of one giant man. On January 16th, Vanguard founder John “Jack” Bogle, passed away at age 89 in […]

3 Steps To Living The Life You Want!

Posted by lifetime
On December 17, 2018

At this time of year, our thoughts turn to making plans for next year. In business, we make budgets and forecasts. In our personal lives, we make resolutions. While exercising more and losing weight are commendable resolutions, they aren’t the types that lead to purposeful thoughts and activities, the kind needed for living the life […]

7 Simple Rules for Investing

Posted by lifetime
On October 30, 2018

Volatility is back. Just as many were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good. There are a number of tidy-sounding theories about […]

Do You Follow the Three Principles for Investment Success?

Posted by lifetime
On October 12, 2018

The management of investment decisions is not an easy task, even for trained investment professionals; and a nearly impossible task for others. When faced with choosing among the many different ideas you hear and read about how to invest, many investors don’t know whom to turn to for guidance. Let Authoritative Bodies Guide You I […]

Personal Finance Is more Personal Than It Is Finance

Posted by lifetime
On October 4, 2018

As of August 21, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” Then came mid-September – ten years since the beginning of the financial crisis of 2008 – along with the usual flurry of “decade after” reflections. As of quarter-end, as reported by Morningstar, “Following […]

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