Get our ebook!
Latest Blog Posts
If you’re ready to work with a financial planner who is dedicated to improving your financial picture, give us a call or drop us a line. We would be honored to help you.
Category Archives: Investments
Tweet Last week the Dow hit a record high of 22,000. This record spurred lots of conversation throughout the financial media, and the media here in Nashville was talking about it, as well. Nashville NBC affiliate (WSMV) reached out to me for an interview. You can see the story here. The question is: Dow 22K, now what? To expand on the comments … Continue reading
Tweet Okay, the stock market is taking a beating. First things first, take a deep breath! The sky is not falling…just meager snowflakes on this cold winter day here in Nashville. I turned on the financial networks this morning to find the usual suspects spewing fear. Run for the hills! Remember the talking heads are there to drive ratings. They are not … Continue reading
Tweet Wow, it seems like we were just completing our taxes, and yet here we are staring at the end of the year. With only a couple months left in this calendar year, there are a few things we should all look to accomplish to make sure we are maximizing our financial growth. Here are five items that are time sensitive and … Continue reading
Tweet In today’s fast paced, media driven, advertising laden world we are bombarded with new ideas. Take this new drug and you’ll feel better (just don’t forget the side effects could kill you!). It’s hard to disseminate reality from what we are “told” to believe, feel, or think from the advertising mecca of today’s media. I occasionally will receive a flyer in … Continue reading
Tweet There are two emotions that can derail an investment plan faster than a Nolan Ryan fastball: fear and greed. Fear and greed tend to push investors in the wrong direction at the wrong time. Let’s take a look at these two emotions and how they can impact your portfolio. Fear Fear is a great motivator, and it’s easy to find common … Continue reading
Tweet It seems I see more and more commercials pedaling gold as an inflationary hedge. Some aging actor comes on the TV and tells us that gold is the only investment for him, and it’s safe. Safe must be a relative term because gold is down almost 30% from its high in 2012! While some people swear by their gold investments, we … Continue reading
Tweet This question has been one frequently asked by my clients and friends lately. What do we do now that the market is perched at a record high? Do we buy into this rally, or do we sell out of it? This exposes the two emotions that can lead to failure with investing: fear and greed. Greed I’m amazed how we tend … Continue reading
Tweet I recently posted an article regarding the importance of correctly measuring your financial growth by using net worth as the measuring stick. The purpose of the article was to outline the difference in investment growth and net worth growth. You can revisit the article by clicking here. Now that we know how to measure growth and the importance of understanding net … Continue reading
Tweet Behavioral finance sounds like a laborious upper level college course required for financial geeks, like myself. But, behavioral finance (at least my definition) is actually one of the top driving forces behind the successes or failures in our personal financial lives. Investopedia’s definition of behavioral finance: a field of finance that proposes psychology-based theories to explain stock market anomalies. My definition … Continue reading
Tweet Happy New Year! I can hardly believe it’s 2012. As a child, the thought of the year 2012 would conjure up futuristic visions of space-age technology. To some degree, today that technology is a reality. What will tomorrow bring? Imagine what the next ten years will bring? What will 2022 look like for you financially? Are you doing the right things … Continue reading