However, another part of being a steward is protecting them from other advisors/investments/ideas that would be harmful to them. This is a true case study that occured recently. Read More
Posted in: Case Study, Clients, Inflation, Trusted Advisor, Value AddedMy job is to be a good steward of my clients’ assets. Whether that means encouraging them to make a decision or exhorting them NOT to make a decision, it is all part of the gig.
Posted in: Financial Education, Inflation, Investment Myths, Misconceptions, Real Estate, Stock Market“I only buy real estate because it is REAL.” “They aren’t making any more land.” “I can feel it, touch it, see it, so I know it has value.” ”People with real money buy real estate.”
I have heard them all. There are elements of truth in some of these statements, but there is a lot of hot air as well. Shall we examine how real estate has performed over time using the truth serum of data? Read More
May29thI am flying to NYC this evening to ride in the “Ride to Montauk” cycling event. Each person who has asked me about this trip is both intrigued and confused. They are interested in the fact that the ride is 108 miles long, but at the same time wondering why someone would CHOOSE to suffer on a bicycle for 6+ hours.
It shall be fun!
There will be a play by play write up after the event, assuming we make it. However, in the meantime, here are my goals for the ride: Read More