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May 28, 2019

The Eternal Optimist

Positive Vibrations to Brighten Your Day By @JeffMastronardo I stumbled upon some interesting information the other day that I thought timely to share with you.  If you go online or turn on your TV, there is no doubt it will be easier to find headlines or articles about how bad the economy is or how bad […]
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January 15, 2019

Recognize and Prevent Fraud

We have seen an increase in the amount of Cybercrime and fraud threats in the last few years and suspect that trend will continue.  While Financial Coach plays an important role in helping protect your assets, you also can act to protect yourself and help secure your information. We’ve summarized below common cyber fraud tactics, along with […]
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August 6, 2018

Things We Don’t Believe

  The practice of overseeing and caring for the financial well-being of clients and their families is serious business, and yet our industry is driven by sales and marketing as much as any other line of work. Things are changing for the better though. Investors are becoming better informed and more financially literate about the […]
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top plays

August 2, 2018

Top Plays

  Improve Your Trivial Pursuit Knowledge-Base What is the longest-running cable TV event in history? The world’s deadliest animal? Read more at There’s No Such Thing as Mosquito Week [The link provided redirects to an original post by Ben Carlson, A Wealth of Common Sense.]   “A real optimist wakes up every morning knowing lots […]
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June 14, 2018

Top Plays

  “Have you ever thought to yourself in the midst of a traffic jam: There better be an accident up there or this is ridiculous.” When it comes to the ups-and-downs of the Markets, simply sitting in traffic can teach us a lot about why, as humans, we’re often blindly inclined to loss aversion behavior. […]
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October 17, 2017

Top Plays

  “[Jimmy] Iovine has said that he hid his first gold record in his basement because it was about past achievements, not future goals. …[Iovine and Dr. Dre] refuse to get sentimental or boastful and instead devote themselves to the present and how that will impact the future.” Some lessons to be learned from Jimmy […]
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