Optimism, in the long run, is a powerful investment tool. The act of investing requires a certain amount of hope, I mean why would you commit dollars to an investment in the first place if you didn't think that you would, eventually, successfully end up with more money?
I’m very proud to share some great news about my broker/dealer – LPL Financial. It was announced today that LPL and its advisors have been ranked No. 1 in net customer loyalty among 24 leading financial distributor firms by Investor Brandscape, a Cogent Reports study release by Market Strategies International.
One of the things that modern investors occasionally need to be reminded of is that shares of stock represent a proportional ownership in a business.
We are really proud of our Riskalyze software, we begin our client relationships by defining our clients' risk tolerance and comparing it to their current portfolio. Here's how it works, take a look:
If you are planning to retire but, like many Baby Boomers, you don't have a traditional pension plan, you face a special set of problems. You really need to watch this presentation on The Income For Life Model:
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week.
Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying do for ourselves and our families.
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.