Tag: investing
Planning is the Key to Goal Achievement
I recently had the pleasure of joining my clients for the christening of their new boat. It was one of those rare experiences when you can share the moment as a lifelong dream comes true. This dream was a long time coming and was the result of a lot of hard work and planning. One […]
Investing In Real Estate 2: How Not To Invest In Real Estate
Last month, I discussed some of the benefits of including real estate in your investment mix. These include income, diversification and, in the case of owning property directly, some significant tax advantages for owning income properties. I also mentioned that there are some versions of real estate investing which are more attractive than others. A […]
Investing 101: Six Things That Really Matter
John Oliver recently did a spot on his HBO show “Last Week Tonight” which highlighted the high fees paid by investors in 401(k) plans. As entertaining as his show was, it got me thinking about the things that are really important for investors to understand. Never invest money you can’t afford to lose. If you […]
Investing With Discipline
In my last article I discussed some of the behavioral aspects to investing that can create problems for long-term investors. These are deeply rooted, emotionally driven mental shortcuts that humans have learned to use over the millennia. They have helped us to survive as a species in the wild, but are less helpful in today’s […]
Volatile Markets and Human Behavior
Regret is a very complex emotion, but it is also one of the central emotions that drive our investing behavior. I was pondering the concept of regret the other day and thought I would share some of our thinking on the topic, to help you frame your own investment decisions. Generally, when people think about […]
Investing in a “New Normal”
For those who missed my last column (available at presidiosentinel.com), I wrote that I expect government spending to be cut while taxes increase over the coming years. I also mentioned that my personal outlook is for slower economic growth as the both the government and consumers “de-lever” (that is, reduce debt). Finally, with economic growth […]
