Volatility is Up. So What?

Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor. Why? Because over the long term, stocks have provided returns far higher than bonds or cash. If it weren’t for the occasional dizzying […]

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How to Resist our Worst Instincts on Investing

Its all about being diversified across asset classes and rebalancing Much has been written in the last five to 10 years in the field of behavioral finance about how humans make financial decisions. It seems our species isn’t wired particularly well for making smart decisions around money, especially during a crisis. As best-selling author, Daniel […]

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When it’s Time to get Serious About Getting Financial Help

When making any major decision, it is important to know when to seek professional advice. With financial decisions in particular, an expert can be critical given the number of options available today. Here are a series of scenarios when it may make sense to get help. You own a business Among the biggest mistakes business […]

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Is Your Brain Making Bad Investment Decisions?

Originally Published in North Bay Business Journal As financial advisors, we see the results of poor decision making every day — couples on the verge of divorce over financial miscues and others with no idea how they are going to pay for retirement much less fund college. So if the basic approach — analyze your options, […]

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The Buffett Way: Diversify and Let the Market Do the Work

Thousands of shareholders descend on Omaha — more than 30,000 last year — to attend his annual meeting the first Saturday of the month. They come to eat ice cream at Dairy Queen (one of Berkshire Hathaway’s holdings), shop at Borsheims (the Omaha jewelry store Berkshire has long owned) and dine at Gorat’s and Piccolo’s […]

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The Sky is Falling, the End is Near, and Other Forecasts

Originally published in the North Bay Business Journal March 9, 2014 marked the five year anniversary of the U.S. stock market recovery from the 2008 financial crisis and global market meltdown.  As with all stock market recoveries, the last five years were full of predictions and expectations by many market “experts” who continually challenged this […]

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How the Wealthy Get that Way: 5 Habits to Increase Wealth

Originally Published in the North Bay Business Journal With the end of the year fast approaching, and New Year’s resolutions just around the corner, it seems like a good time to consider our financial health. With that in mind, I thought I’d share a few of the habits I’ve seen in some of our most […]

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Is Your Investing Knowledge Better Than a Rat’s?

Originally published in the North Bay Business Journal Does the current bullish market awaken latent urges in you for bigger returns in your portfolio? If so, you’ll be interested in the new science of neuroeconomics and current research about investor behavior and emotions. Jason Zweig , personal finance Wall Street Journal columnist and author of […]

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