Watch this video on YouTube There’s an essential aspect of investing that, most likely, neither you nor your financial planner have been trained to see: Your long-term financial success is based less on the structure of your portfolio than it is on your ability...
“Sometimes financial literacy doesn’t work.” That’s what Rick told Anne Kates Smith of Kiplinger’s Personal Finance magazine for an article published in the August issue. Not that Rick is opposed to financial literacy. But he and other...
“Amid all the chaos and anxiety wrought by the tumultuous stock market and murky economic outlook, a small but growing number of advisers are enlisting the help of therapists — not for themselves but for their clients.” Lisa Shidler from Investment News...
Someone who owns a business or has accumulated some wealth is likely to have the support of a network of financial professionals, such as bookkeepers, accountants, attorneys, and financial planners. That same level of support would certainly be useful for anyone just...
Kathleen Burns Kingsbury posted a story from the Boston Globe that caught my eye. It’s on the differences between coaching and therapy. This is something I’ve written about extensively in the past in the books I co-authored with...
