Why Twitter (X) Puts Me in a Pessimistic Mood
Several times each week I peruse X (formerly known as Twitter). When I open the [...]
When Expectations Don’t Match Desires
A lot of grief is caused these days by miscommunication and unmet expectations. When we [...]
When is it Easy to Invest?
Is it ever easy to invest in stocks? I don’t know. Investors hate investing when [...]
The Biggest Issue With Treating Your 401k as an ATM
The Wall Street Journal recently reported how frequently investors are tapping into their 401k well [...]
What is “Safe” for an Investor?
One of the most challenging parts of communication is that we use words that have [...]
Could Bias Make AI Dangerous to Our Future Decisions?
AI has been the rage lately, with a lot of attention due to the parabolic [...]
When Spouses Engage Differently With You
Client communication is one of the most important facets of the advisor/client relationship. We want [...]
When Your Client Needs to Be More Aggressive But Won’t
It is not uncommon for advisors to have situations in which an investor needs to [...]
The Holy Grail of Investing
Tony Robbins recently wrote a book, The Holy Grail of Investing. Based on Robbins’ notoriety [...]
What to Do When Investors Mix Politics and Investing
We are still many months from the next election, but strong feelings about the current [...]