forex trader

Should You Be Trading the Forex Market?

Imagine you’re a trader in the Foreign Currency Exchange Market (Forex) and you are currently involved in a trade where you’ve shorted the Euro against the US Dollar. Your account had a total current value of $100,000 before placing your trade. Following what we believe to be an essential risk management rule, you have risked the maximum $2,000 (2% of $100,000) on this one Forex trade. After getting a good […]

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Savings bank

Top Three Financial Worries

Many people spend far too much time worrying about their financial affairs. If these worries leave you restless during the night or keep you from enjoying your time with family and friends, then you need to confront them head-on. Rather than spending the time worrying about them, wouldn’t you rather address them, deal with them, and begin to take the necessary steps to tackling these problems that take up your […]

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Shiller PE - March 2014

Should You Invest in Today’s Stock Market Environment?

The stock market has been good for the last 5 years—almost to the date. Really good. Since hitting its low of $676.53 on March 9, 2009, the S&P 500 has been on a tear that, as of this writing, has it sitting right around all-time highs at $1,886. Looking at the chart below, it’s been an almost straight ride up, with the exception of a few small corrections. It’s blasted […]

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Nest Egg Shell Game

Nest Egg Shell Game

Every year at tax time, I am asked by friends, family and clients where they should go to get financial advice. It seems very few of them are really happy with their current situation. Some of them complain of brokers or planners who aren’t available for them—who don’t really seem to be able to help them. Others say their financial advisors talk down to them or just talk beyond their […]

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Compound Interest

Let’s Compound Your Interest

Many of us procrastinate in our lives and we sometimes fail to do what is important today. It can be much easier to push things into the future even though we know it’s best to begin making plans today.  I think this is especially true when it comes to money and for planning for our financial future. We get distracted because of the demands of our jobs, our families and […]

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Cruise Ship

Take Charge of Your Future and Finances

Picture your life as taking a cruise on a luxurious ship with all of the amenities and great service you’ve always imagined. At every turn there is someone anticipating and taking care of your every desire. You get to see beautiful scenery, eat plenty of wonderful food, and get to visit beautiful ports-of-call with all of the port excursions and activities we want to participate in.   What’s Your Reality, […]

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Business Coaching

Developing Your Ideas and Designing Your Future

I recently met with a client who is very concerned about losing his job. He has worked hard, has built a great reputation in his industry, and has risen to a leadership level that he always wanted. But he’s still worried. His company was recently taken over by another company, and the future is uncertain. He shared that he thinks over the years his income has steadily increased to the […]

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Happy millionaire

Happy Millionaire

So, you want to be a millionaire. If so, you might be asking some of the following questions:  How in the world can I make that happen? Isn’t it nearly impossible? Won’t it take way too long? Aren’t I too old to be thinking about this? Don’t I have to take a lot of risks? Don’t I have to deceive or cheat people? Don’t I need to have superior intelligence? […]

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