In my article Past Performance Is No Guarantee of Future Results, I discussed why investors should be cautious about selecting investments solely because they
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It's a phrase Wealth Management Advisors repeat often. Yet when I meet with prospective new clients who have been managing their own investments, past
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I was invited to a “Women of Power” luncheon at a conference for Wealth Management Advisors in Las Vegas, NV. As we ate our salads and salmon, I asked my
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When it comes to investing, the most important question is often overlooked. It’s easy to get money IN to your investments. You expect that over time, you will
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You’ve likely heard the saying when it comes to investing, “Don’t put all of your eggs in one basket”. That’s a great way to think of diversification
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2024 is a year of heightened political anxiety and for some investors, worry about what the future holds. It’s good to remember that we’ve made it through
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A common conversation I am having with clients right now revolves around interest rates. Higher rates have been a sore spot for borrowers but have been a
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It may sound like semantics but empirically, a trader is very different from an investor. Either is perfectly fine as long as you don’t confuse the two, and
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A few weeks ago I had the pleasure of meeting with a new couple for a consultation. After years of hard work and disciplined saving, they’ve turned the page to
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So what do Halloween and investing have in common? Is it the fear of the unknown? Scary times? Afraid you’ll be haunted by your next investment move? Maybe
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There are some colorful expressions you may commonly hear when talking money.
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Every industry has it’s own jargon. Here are a few terms you may hear from time to time.
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