Where Does Financial Planning Begin?

Mindful Money Minute – Where Does Financial Planning Begin? Most people think financial planning begins with laying out your current financial situation, considering all your goals and determining what you have to do to bridge the gap – and this is a very...
Defining Investment Success

Defining Investment Success

How Do You Define Investment Success? The Natixis 2014 Global Survey of Individual Investors offered some interesting insight into the mindsets of investors in Asia, Europe, Latin America, the Middle East, the United Kingdom, and the United States who participated in...
What Can A Volcano Teach Us About Investing?

What Can A Volcano Teach Us About Investing?

Markets Erupt Unpredictably – Be Prepared “We don’t know. We can’t see the future. The flow does what the flow does.” — Rod Macland of Pahoa, HI to CNN reporters at KITV-TV As folks in Pahoa, Hawaii wait to see whether lava flowing from the eruption of the...
Women Are Better Investors

Women Are Better Investors

Women Are Better Investors. The financial services industry is unquestionably male dominated, and often stereotypes women as innocent wanderers. This is a mistake, and it’s one that all advisors and investors should realize. Just last year, an old friend and new...