This is a tag line I use daily. I also write many blogs on this. Every day we manage risk, sometimes without realizing it. We buy insurance, wonderful way to manage risk. We purposely invest in cash to control risk, good and bad way to manage risk. We choose not
One way to survive market volatility is to just not look. Yes, of course that makes sense, but this certainly is not practical, and most people invested in the market feel that they should know what is going on. I am guilty. I have stock tickers on my phone and
We underestimate how we are creatures of habit. Change most often ends up being good, we cannot be afraid of change. Let’s think about some of the bigger changes in our lives and why we need to be adaptable. Job Change – for years you have been perfecting your skill,
I love to write down quotes that I hear or read and then steal them! I always though tell people that this isn’t my orginal thought. Here is a good one that I heard Don’t give someone or something free rent in your head. How true is this. I do
I have been playing a bit of tennis lately so I will start with a tennis analogy. So many times I see a wide open court, know where I want to send the ball, and dump it into the net. Great plan, poor execution. Do you own picture frames that
One definition of estate is an extensive area of land in the country, usually with a large house, owned by one person, family, or organization. Another definition is all the money and property owned by one person. When you think of the word estate, your first thought is the land
Another tax topic, sorry I cannot help myself. Few things are certain. When you earn income you pay taxes. My Dad always says, if you are paying taxes that is a good thing, that means you are making money. As a CPA, I am always asked, “how can I save
True story. I remember vividly how excited I was to learn how to prepare a tax return in my 6th grade math class! I know, hard to believe. With so much on our kid’s plate in school, building an understanding of the financial markets has been dropped from school curriculums.
This seems like an easy question right? Yes, I know where my money is. That is what I thought one year ago when the financial markets melted down. I managed billions in institutional funds and lived through the sub prime meltdown. I got this. I didn’t. My cash fund that
