You will find a list of videos here referred to as “Common Sense” videos. These stemmed from the idea that many financial “rules of thumb” upon more than a cursory inspection, do not seem to be best for most Americans investors. Our intention, create a paradigm shift perhaps, an “Aha” moment for folks. Why is peace of mind so elusive? I think the videos will give you a glimpse of the way the financial services industry operates, as well, how to equip yourself for the financial long-haul. Enjoy!

Preparing For Peace of Mind

As Investment Advisors we experience firsthand the roller coaster that many individuals go on emotionally when they start to think about the monumental task of retirement planning. Most issues in retirement can be explained in a logical manner that in reality should trump the emotion. We believe education leads to clarity, clarity to confidence, and […]

20 Investment Questions

What if everything you thought you knew about retirement planning and investing turned out to be incorrect, when would you want to know? Once you did know would you do something about it? The real battle for investors comes when they attempt to exercise discernment not knowing or understanding the mechanisms involved. In other words, […]

The Investor’s Dilemma

Investments, income planning, portfolio construction, and tax planning are just a few topics that throw many people into the investor dilemma mindset. We are all emotional individuals; we want to be secure in our future financially. This need for security leads us to try to forecast our financial future. As we embark on a journey […]

Are You Diversified?

When it comes to portfolio construction, as well as portfolio allocation, one of the biggest areas that investors do not understand is the concept of dissimilar price movement. A simple example would be the idea of owning umbrella companies and sun tan lotion companies. Umbrella companies, unto themselves may be volatile, and sun lotion companies, […]

Coin Flipping

There’s a saying I’ve heard through the years, “Nobody loses in Vegas “. This makes me think of a relatively new area of financial study amongst many of the top university finance programs. The area of study is designed to understand better about investor behavior and psychology. We have learned more about this particular field from […]

Lies

You don’t know what you don’t know! Simple, but profound. As an investor you may fall victim to the lies of the financial industry, including large investment institutions and the financial media. Belief in and action taken based on these fallacies have caused thousands of investors to lose massive amounts of their investment monies. The […]

The Portfolio MRI

Is the goal of investing to get a yield/return? Specifically isn’t the goal of investing in the stock market to achieve a market rate of a return? The resounding answer is yes! In the last couple of decades, at various “Retirement Planning Today” classes that we conduct at local schools and universities, as well face to face […]