Personal Finance
The Not-So-Secret Secret Tool I Use to Help Clients Make Money
Did You Inherit Your Broker With the Inheritance?
The Power of Viktor E. Frankl’s Teachings for Financial Success
As a financial planner, I have heard countless stories from clients who are in financial turmoil. People tell me about making bad choices with their money, about dreams put on hold, and about money lost. Yet, here is one story that stands out: a client who found financial success through Viktor Frankl’s teachings…. Read more
Are Foreign Investments Good for Your Retirement Portfolio?
Why is it Difficult to Follow Financial Advice?
The Critical Questions Successful Investors Ask Their Financial Advisor
Is an Image of a Black Dot Worth a Thousand Dollars?
One of the biggest obstacles to becoming wealthy is seeing the image of a black dot in the above picture. Although it only represents a small percentage of the graphic, if that is what you see first, it reveals an important insight into how you view the world. As Rabbi Lord Jonathan Sacks explains in Celebrating Life,… Read more
3 Things to Know to Sound Smart When Buying Bonds
Top 4.5% on an Insured Deposit! How?
Are you looking for some safety (like an insured deposit) in your investment portfolio, and still want to receive interest? It’s possible… if you use the correct strategy. Read to see how a client and I navigated the tension between safety and growth.
I recently met with a woman who felt her advisor had put her into the wrong investments…. Read more