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Dec 2023 — Jan 2024
Jan 26, 2024 • 23 minutes
The short-term gyrations in the market are anything but clear. But focusing on the horizon (10, 20, 30 years from now) allows us to look past the blurry foreground.
Jan 12, 2024 • 35 minutes
The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients.
Jan 5, 2024 • 33 minutes
What are the key attributes or traits of a successful investor? This question to an article on WHO you should aspire to be as an investor.
Dec 28, 2023 • 28 minutes
The concepts of drifting and anchoring are why we create goals in the first place. Because if we’re not careful, we drift.
Dec 22, 2023 • 33 minutes
Join me today for my Thoughts On Money as I further unpack this concept and how a lifetime of ordinary returns will compound to produce life-changing results.
Dec 15, 2023 • 34 minutes
Today we welcome back James Andrews to share his Thoughts On Money.
Dec 8, 2023 • 25 minutes
Too many financial decisions are made in a manner where the action gets more attention than the intent. Understanding the why is one of the keys to financial success.
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