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Wealth Planning
Putting the Pieces Together
Estate Planning
Effectively Managing Your Estate
Risk Management
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A Time-Tested Process for Managing your Assets
Tax Planning
A Comprehensive Approach to Your Taxes
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Helping Executives Make Wise Financial Decisions
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I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.
— Warren Buffett
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In investing, what is comfortable is rarely profitable.
— Robert Arnott
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Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.
— Sir John Templeton
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Your success in investing will depend in part on your character and guts, and in part on your ability to realize at the height of the ebullience and the depth of despair alike that this too shall pass.
— John Bogle
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You make most of your money in a bear market, you just don’t realize it at the time.
— Shelby Cullom Davis
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If you watch a basketball game and at the end of the game the score is 105 to 95, no one says, wait a second, in the third quarter, you lost 28 to 18. What was the story in the third quarter?
— Peter Lynch
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The stock market is filled with individuals who know the price of everything, but the value of nothing.
— Philip Fisher
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There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.
— Louise Yamada
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Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
— Paul Samuelson
Blogs
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around [] of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept. of Health and Human Services.
October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit overdone after investor pessimism during September reached lows not witnessed in quite a few years. From a contrarian perspective, extreme pessimism can often be followed by a market bounce. Such a reaction can...
Way, way back at the beginning of the Common Era, Epictetus offered some advice that remains relevant today:1 “It's not what happens to you but how you react to it that matters.”
FINANCIAL PLANNING VISUALIZED
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- What Accounts Should I Consider If I Want to Save More?
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- What Issues Should I Consider Before The End Of The Year?
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