Investor Behavior: Caveats to Smart Investing

Posted by on Feb 18, 2017 in Blog, Goal Achievement, Goals, Income Tax Planning, Investments, Retirement | 0 comments

Individual Investors Continually Under Perform the Markets Year in, year out, investor behavior causes individuals to react emotionally to economic, market and political news, which costs them a lot in the long run. Those who have sat on the sidelines waiting to see the outcome of the election have missed record breaking stock market performance. When the boat’s at sea, you have to wait for the next one. Of course, past performance is no guarantee of future results. An investor could have found multiple reasons every year to pull their money out of the market or wait for things to...

Read More

Nothing Says “I Love You” Like A Sound Estate Plan

Posted by on Jan 27, 2017 in Blog, Estate and Trust Planning, Goals, Income Tax Planning, Life Insurance, Protection Planning | 0 comments

Here Are The Basics Everyone Should Know About Estate Planning:By definition, this is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple...

Read More

How to Achieve Your MOST Important Goals

Posted by on Jun 24, 2013 in Blog, College Planning, Economy, Estate and Trust Planning, Goal Achievement, Goals, Investments, Retirement | 0 comments

Most of our moral and financial values started with our parents … good, bad, or otherwise. We’re also impacted by where we grew up, the schools we attended, our friends, what we do for work, and where we live now. These all shape our beliefs, which affect our ideas, thoughts and feelings … which in turn, impact the decisions we’ve made. This also leads to the results we’ve gotten, whether we like them or not. No matter what your frame of reference is, you can develop the right mindset to achieve your MOST important goal, and THE secret is about to be revealed to...

Read More