Know Your Finish Line

Posted in: Decisions, Financial Planning, Investment, Risk

Once you’re wealthy, is there ever a reason to become unwealthy again? According to Datamonitor, millionaires in...

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Playing Soccer on a Live Minefield

Posted in: Investment, Risk, Yield

The chase for yield is dangerous.  Many people who didn’t plan properly are hurting because low interest rates were...

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Beware of Being Called a Sophisticated Investor

Posted in: Financial Factory, Investment

I recently had lunch with a lawyer who tried more than 150 arbitration cases against every brokerage firm in the...

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The Unintended Consequence

Posted in: Financial Factory, Financial Planning, Investment

If you’re not from the South, that strange vine that seems to permeate every vacant space is called Kudzu...

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Financial Advisors, Wall Street and JAWS

Posted in: Decisions, Financial Planning, Investment, Risk

Changes in stock prices can swing wildly, suddenly. So can our emotions. The combination of an out of control market...

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The Solution Problem

Posted in: Decisions, Financial Factory, Investment

Nobody would buy a solution to a problem they don’t have. Unfortunately, business is marketing. The pharmaceutical...

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