Blog
Finding Hope: Remarkable Lessons from 2020
You can never know everything, and part of what you know is always wrong. Perhaps even the most important part. A portion of wisdom lies in knowing that. A portion of courage lies in going on anyway. — Author Robert Jordan Do you worry about how fact and fiction get...
How con artists steal $493M each year…
“Can you hear me?” That’s the latest ploy of phone scammers. They’re trying to get recordings of people saying “yes” and use them to authorize fraudulent charges on people’s accounts.1 It’s just one of many different phone scams that raked in at least $493 million in...
Retiring in Uncertain Times
We’re facing historic levels of uncertainty, which can be frightening when it comes to your retirement. Especially if you’re within the “fragile decade” — the 5 years before or after retirement. Because the decisions you make (or fail to make) right now can determine...
Steps to Take if You Lost Your Job Due to the COVID-19 Pandemic
The world today is shrouded by uncertainty. We are faced with a pandemic the likes of which has never been seen in modern history. All have struggled to adapt to the new way of the world and one of the areas hit hardest was the job market. In a recent study from NBC...
Here’s what smart investors do in the face of fear & uncertainty
The greatest enemies of the equity investor are expenses and emotions. —Warren Buffet Fear, anxiety, and greed can make us impulsive. These emotions can blind us to logic and make us vulnerable to all sorts of biases. That’s never more true than when we feel...
Learn 3 Navy SEAL Techniques to Deal with Stress and Uncertainty (3 minute video)
We’re dealing with more uncertainty than most of us have ever faced before. And as the months drag on, the stress of not knowing what comes next is taking a toll. How do we make smart decisions when we’re stressed out and everything is uncertain? We can learn from how...
Do This to Plan for a Recession (3-minute video)
Current data tells us that the economy is in a steep contraction due to the coronavirus. We don’t know how long it will last or how long the economy will take to recover. How can we protect ourselves when we can’t predict the future? I made a short video showing you...
Your Investments versus This Recession – Free Toolkit on How to Battle and Win
Imagine this… There’s a burglary in your neighborhood (not your house fortunately), but you have a 2-week trip planned and no one will be home. What do you do to protect your home while you’re away? Do you take precautionary measures? Talk to neighbors and ask them to...
Your Investment Health Might Depend on THIS!
Do you put sunscreen on after you get sunburned? Click on your seatbelt moments before a crash? Go shopping for a fire extinguisher as an oil fire blazes in your kitchen? Accidents are sudden. They can come out of nowhere — just like market volatility and downturns....
Why You Shouldn’t Worry about Who the Next President Will Be
Do you know what one of the number one causes of market losses during an election year is? Fear.1 In fact, the uncertainty of the elections can stoke your fears. It may even encourage you to make rash, emotional decisions.1 That can lead to losses, but it doesn’t have...
A “must read” — especially within 5 years of retirement
If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans. You’ll see how powerful these are in a second. The problem is, many people put them off, thinking, “I’ll get to that later...
What was your favorite moment of 2019?
What’s your standout memory of the past year? If you’re like most people, the first thing that comes to mind is something you didn’t do. That’s because most people tend to overlook their accomplishments at the end of a year. We’re not doing that in this month’s Visual...
What to do with your old 401(k), 403(b), 457 plan?
We call them “zombie” plans… The old 401(k), 403(b), or 457 plan that’s practically left for dead, neglected, and untouched with your old employer. What you decide to do with your old “zombie” plan is critical, no matter if you’re still working, recently changed...