Investment

Emotional Investing: How To Avoid Common Investor Pitfalls

Emotional Investing: Avoiding Common Investor Pitfalls

This article about emotional investing is part two of a four-part blog series about training yourself to make better financial decisions. “The challenge for all investors is to consume the news without being consumed by it.” –Jason Zweig  In my last post, I introduced a four-part blog series on the importance of separating fact from …

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Markets Are At All-Time Highs, So Why Is My Portfolio Underperforming?

Why is my portfolio underperforming the market?

>Despite the challenges we’ve faced in 2020, we’re likely to end the year on at least one positive note—equity markets at home and abroad have performed well this year, for the most part, and many market indexes remain near their all-time highs. As the media celebrates every new market milestone, you may be asking yourself, …

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The Seven Step Exit Planning Process

Seven Step Exit Planning Process

There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen ingredients, its chances for successful completion are greater than others. If any of the following six ingredients is compromised, or worse still, missing, the result will change. Ingredient 1: Parents must …

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Are you safe in the hands of financial advisors?

Did you know?If you hire a brand-name advisor, they are most likely accountable to the shareholders of their company. That means they need to focus on generating profits. So they may put the company’s interests in front of yours. In fact, it’s perfectly legal. Is that common?Is it common for brand-name advisors to put the …

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