Investing Principles

ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER

March 24, 2017

ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER AND HIS OR HER FIRM

Watch the related WEALTHTRACK episode.

IT’S TIME TO AVOID LEVERAGED INVESTMENTS

January 27, 2017

IT’S TIME TO AVOID LEVERAGED INVESTMENTS

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CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL

January 13, 2017

CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL

Watch the related WEALTHTRACK episode.

STAY THE COURSE WITH YOUR FINANCIAL PLAN

November 11, 2016

STAY THE COURSE WITH YOUR FINANCIAL PLAN

Watch the related WEALTHTRACK episode.

DON’T TRY TO TIME THE MARKET

October 7, 2016

DON’T TRY TO TIME THE MARKET

Individual Investors’ Advantage over Professional Investors

  • Don’t have to worry about quarterly performance or beating a benchmark
  • For professional investors timing can be everything and getting it wrong can be devastating

Watch the related WEALTHTRACK episode.

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