Taking a Comprehensive Approach to Your Financial Life

Month: February 2012

February 8, 2012  |  

Taking a Comprehensive Approach to Your Financial Life

Money means different things to different people. Each of us has different dreams. You may want to achieve financial freedom, provide seed capital or a top-flight college education for your children or grandchildren, have a vacation home on the beach or in the mountains, or leave behind an enduring legacy that will allow you favorite charity to continue its work. Whatever your dreams are, you need a framework for making decisions about your money that […]

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February 6, 2012  |  

Five Key Concepts for Financial Success

While investing can at time seem overwhelming, the academic research can be broken down into what we call the Five Key Concepts to Financial Success. If you examine your own life, you’ll find that it is often the simpler things that consistently work. Successful investing is no different. However, it is easy to have your attention drawn to the wrong issues. Concept One: Leverage Diversification to Reduce Risk Most people understand the basic concept of […]

February 4, 2012  |  

Risk, Volatility and Opportunity

The current renewed volatility in financial markets is reviving unwelcome feelings among many investors – feelings of anxiety, fear, and a sense of powerlessness. These are completely natural responses. Action on those emotions, though, can end up doing us more harm than good. The increase in market volatility is an expression of uncertainty. The sovereign debt strains in the US and Europe, together with renewed worries over financial institutions and fears of another recession, are […]

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