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Bonds an Investment Class Worth Some Excitement

“One thing I definitely don’t want in my portfolio is bonds,” a prospective client told me a few weeks ago. “Bonds are boring and don’t give good returns.” Her confidence in her money script that bonds had no place in her portfolio was palpable. However, her understanding of the role bonds play in a portfolio […]

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Can You Have Your Investing Cake and Eat It Too?

“You can’t have your cake and eat it too.” As sensible adults, we understand cognitively the truth of this old adage. If there’s a piece of cake on my plate, and I eat it all today, I won’t have any cake left for tomorrow. Emotionally, however, we would really like to eat all the cake […]

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The Good Deal Exemption Is No Joke

In the business of selling financial products, the “good deal exemption” may be one of the most widely used “rules” most people have never heard of. You can’t find it in any rule book or statute. Even Google has never heard of it. Yet it is used on a daily basis. The rules and laws […]

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Expect Financial Advisors To Take Their Own Medicine

I receive a monthly newsletter from a company named Regenexx that is pioneering a new technology. This is where they take a person’s platelets or stem cells, process them, and then inject them back into a suffering joint with the hope the injected material will help the joint to repair itself. If you do some […]

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