One theme worth revisiting is discussing the difference between tactics and strategy when putting your cash to work. There is no shortage of investment opportunities today, so how can you make better decisions that stick? I believe it begins with understanding the...
Understanding and applying an Investment Policy Statement
What’s the right amount of cash reserves for a retail investor?
Staying cool and not reacting to market changes
Understanding volatility and risk in financial planning
Understanding Volatility Beyond Investments
Let’s look at the similarities between an orchard and investing
Understanding diversification, risk, volatility, and planning
A refresh to understanding what you own and why
Know your investments. Are you an owner or a lender?
The spotlight continues to shine brightly on increasing prices. From big ticket purchases like a home to everyday shopping at the grocery store, stuff costs more. What we need to recognize is that it will take time for the data to arrive to illustrate prices are in...
Seriously, take a deep breath and relax, inflation is not as scary as it sounds….IF you have a plan. Every media outlet and newsfeed I see today seems to be sounding the alarm on rising costs. That’s what inflation is, the same stuff we purchased yesterday that now...