by David | Apr 19, 2017 | Retirement |
A lot gets written about using passive investing in Index Funds vs. Actively Managed Funds. The biggest problem with a passive strategy is human nature. Most people who DIY will freak out when the market drops and sell at the wrong time. Having a good investment...
by David | Feb 27, 2017 | General, Insurance, Retirement |
…I’m ready to play! So goes the song. This means, I’m ready, I’m skilled, I’m qualified, and I’m hungry. Some people get excited about planning their investing or financial future, and want to do it themselves. But do you need a coach? Possibly. Here’s why. When...
by David | Nov 8, 2016 | Retirement |
I occasionally read an independent wealth manager / fund broker’s blog on DIY Investing. He posted an article that was critical of Dave Ramsey’s use of 12% returns in his examples on radio, during his Smart Money arena events, and in his books and classes. The author...
by David | Oct 5, 2016 | Retirement |
This week I met, for the first time, someone who was personally financially taken out by the fall of Enron. He was all set to retire in his 50s because his “advisor” had him invested in an ultra high risk portfolio – Enron stock. He didn’t pay much attention to it...
by David | Jun 21, 2016 | General, Insurance, Retirement |
As far back as I can remember, my parents saved so I could go to college. All through my childhood in the late 1960s – early 1970s Mom would roll pennies and take them to the bank. I often helped her roll them, and rode with her to the bank (free lollipop, score!) to...
by David | Jun 21, 2016 | Retirement |
I read an article today on Kiplinger about the Three Dangerous Myths Of Retirement Planning. It aligns perfectly with what we teach in our 9-week FPU classes and in coaching clients individually. I’ll leave it to you to read the article on your own, but will address...
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