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Every Investor’s Real Question: “Am I Going to Be Okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
"What is worth insuring?" The answer almost always boils down to how much you'll have to pay to insure the thing you don't want to lose -- whether it's your mustache, your fantasy football player, your home or your health.
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
For more than 20 years, I ran competitively. Last year, I spent three to four months training consistently and failed to reach one of my goals.
I listened to a great show on the Hidden Brain podcast a couple months ago: Work 2.0 – The Obstacles You Don’t See. The big takeaway was that often the path to success is not about more motivation but removing obstacles. I think the podcast has had a big impact on my life already. Let me explain.
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
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