Most of us have seen some form of the disclosure, “Past performance is not necessarily indicative of future results.” Many investors, however, fail to take it to heart when making…
5 Tips to Prevent Recency Bias from Harming Your Portfolio
Investing
Is the Market at its Peak? Why Your Portfolio Should Be Diversified
A quick check of the financial news reveals that the stock market has moved into its ninth straight year of rising values. So, what does this mean? It means that diversification is more…
The Benefits of One Manager for All Your Investment Accounts
Many people have different types of investment accounts, each with its own manager. We have found, however, that having one manager for all of your accounts can not only eliminate knowledge…
Is P2P Lending a Good Way to Make Money During Retirement?
Peer-to-peer lending (also known as P2P lending) has gone from a hot fintech trend a few years ago to a popular and legitimate way for investors to earn a stream of income today. As…
Values-Based Investing: Put Your Money Where Your Mouth Is
Most likely, you’ve heard the phrase “put your money where your mouth is.” This idiom refers to turning talk into actions that support your opinion or stance. For example, you could…
The Effect of Currency on International Returns
My wife and I took a cruise through Europe in the fall of 2013 along the Mediterranean. As we arrived at different ports and visited various cities along the sea, I was floored by how…
The Best Way to Make Money in 2017: Spend in 2016
With 2017 just a few short weeks away, money seems to be flying out of our wallets in the name of the “holiday season”. Between expensive airfares and never-ending presents for the…
The 6 Most Common Behaviors That Are Hurting Your Investment Returns
Key Takeaways Avoid holding onto an investment based on its initial price or sentimental value Don’t hold onto an investment based on its initial price or sentimental value. Use…
Election Poll: Voters Ignore What They Can Control, Worry About Everything Else
It’s no secret that one of the leading mental health issues in America is anxiety. We’re known for our hard working attitude and long hours in the office, both of which naturally raise…
How Much Are Primetime TV Stars Worth?
Fall signals great TV. Our favorite characters are once again filling up HDTV screens and ushering in a whole new season of binge watching drama in vivid color. That primetime drama doesn’t…
30-Day Money Cleanse – Week 3: Rev-Up Your Finances
MONEY CLEANSE Week 1: Awareness Week 2: Devise a Plan and Take Advantage Week 3: Rev-Up Your Finances Week 4: Future-Proof Your Gains In Weeks 1 and 2 of the 30-Day…
30-Day Money Cleanse – Week 2: Devise a Plan and Take Advantage
THE 4-PART MONEY CLEANSE Week 1: Awareness Week 2: Devise a Plan and Take Advantage Week 3: Rev-Up Your Finances Week 4: Future-Proof Your Gains In Week 1 of the…
