Investing Principles

IT’S TIME TO AVOID LEVERAGED INVESTMENTS

January 27, 2017

IT’S TIME TO AVOID LEVERAGED INVESTMENTS

Watch the related WEALTHTRACK episode.

CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL

January 13, 2017

CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL

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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.

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

August 12, 2016

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

REALITY CHECK

  • What is your reality?
  • What are you trying to do for yourself and your family?
  • What’s your savings plan?
  • How long is your investment horizon?
  • Can you handle market fluctuations without freaking out?

Watch the related WEALTHTRACK episode.

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