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How To Look at Debt

My wife suggested this blog post idea. She was reading a blog post by Darren Hardy on how to get out of debt (you can read it here) and asked me why I never write about the topic of getting out of debt. I told her that our clients don’t ... Read More
 

Essential Investment Tool: Earplugs

In a wonderful article that John S.Tobey wrote last week for Forbes magazine, he points out that an investor needs to block out the noise that surrounds us these days. He notes that the news media frenzy over the U.K.’s vote to leave the European Community was overwhelming speculation and ... Read More
 

Think Wealthy, Be Wealthy

Of the seven SmartMoney Rules™ that we coach our clients to adopt and apply to their financial lives, the most important is the first one: have the right money mindset. Why is this so important? Because thoughts lead to feelings, which lead to actions, which lead to results. While our ... Read More
 

Investing Mistake #3: Behavior Errors

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“(available from Amazon.com) came from creating a list of the most common investing mistakes we see investors make. Today’s post covers the third of three broad categories of investing mistakes many investors make – behavior errors. Investor behavior ... Read More
 

Investing Mistake #2: Poor Execution

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“(available from Amazon.com) came from creating a list of the most common investing mistakes we see investors make. Today’s post covers the second of three broad categories of investing mistakes – poor execution. Even if you have ... Read More
 

Investing Mistake #1: Flawed Investment Approach

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“  (available from Amazon.com) came from creating a list of the most common investing mistakes we see people make. Today’s post covers the first category of investing mistakes – a flawed investment approach. Investing success starts ... Read More
 

Passive Beats Active In Yet Another Study

In an article published in “Financial Planning” magazine published today, passive investing — the cornerstone of asset class investing —  is shown to be superior than active investing. Again. “We took another look at the active vs. passive debate, but this time we examined the average returns for each of ... Read More
 

52 Most Common Investing Mistakes

In the Fall of 2015, I started to write a series of blog posts on the most common investing mistakes we see investors making before they become clients. When the list reached 52, I decided to write a book instead of doing 52 blog posts. That book is now published ... Read More
 

Investing Lessons from “Field of Dreams”

Millions of die-hard baseball fans are celebrating the opening of baseball season this month and the 27th anniversary of the release of the iconic baseball movie “Field of Dreams.” In honor of the movie that debuted on this day in 1989, I wanted to take time out to reflect on ... Read More