Watch this video on YouTube Here’s a risk to your financial health that may surprise you: following poor financial advice or buying expensive investments from relatives and friends. There are two reasons for this. First, we tend to trust and rely on people we...
Watch this video on YouTube It may be entertaining to watch Donald Trump point his finger and curtly say, “You’re fired!” When a client says the same thing to me, it isn’t so funny. I’m especially not amused if a client fires me because...
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...
Watch this video on YouTube Do you want to more easily change your over-spending behavior? According to some new research, maybe all you need is a bit of gratitude. Before you brush this idea aside as just another “feel good” theory, you may want to...
Watch this video on YouTube One of the challenges at the beginning of a romantic relationship is having “the conversation” about one of most important issues for any couple: money. What is okay to ask a potential partner about money, and when? How do you...
