What are your Investing Strengths?
Everyone has their own strengths, weaknesses threats and obstacles that naturally either help or hinder their investing abilities. In today’s post, I’d like to examine both learned and developed strengths that can help you become a better investor. Our strengths provide clues as to which areas of wealth management are best outsourced, and those that [...]
Are you an investor?
Do you consider yourself an investor? Recently, when naming an investing course, I realized that many people don’t consider themselves investors. By calling yourself an investor, it seems like you have to take on an additional job or responsibility. To feel comfortable calling yourself an investor, you probably need to be involved with investing with [...]
September 2010 Bucked the Seasonal Trend
2010 had the best September the stock market has had since 1939. September is typically a down month. Once again we see that with investing, like most things in life, there are always exceptions to the rule. Seasonality experts look at a particular time frame or month and make predictions based on what typically happens [...]
Stock Charts are Visuals for Investments
Charts provide a simple way to look at the history of almost any investment you are considering buying or one you currently own. Don’t be intimidated by charts, as they are just visuals for past prices for an asset, whether that asset is a mutual fund, a stock, or an index. Enjoy this short audio [...]
What is a Fiduciary Duty?
Does your financial advisor have a fiduciary responsibility to you? This is one of the best questions to ask anyone that you’re considering managing your money, but many investors just are not aware of this responsibility. Read this Forbes article that explains more about this important concept that every investor should understand before entering any [...]



