Tag: Rick Brooks

Volatile Markets and Human Behavior

| January 31, 2012 | 0 Comments

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 […]

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So You’re Thinking About Retirement

| December 28, 2011 | 0 Comments

The old “rule of thumb” for retirement is that you will need about 70 percent of your pre-retirement income during retirement. This may be true for some folks, but generally we’re seeing new retirees spend 100 percent or more of their pre-retirement income during retirement. A key reason for this is that people who retire […]

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A Hard Decade or a Bad Century

| November 3, 2011 | 0 Comments

This is how Thomas L. Friedman, New York Times Columnist and Pulitzer Prize winning author of “The World is Flat: A Brief History of the 21st Century,” has framed our coming choices. Over the past three decades, we have, as a nation, been spending more than we’ve been earning. This has happened at every level […]

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When Relatives Need Help

| October 4, 2011 | 0 Comments

No one wants to give up control of their lives. That’s as true at 20 as it is at 80. But if you sense an older relative is slowing down, or if a serious illness threatens the finances of any loved one, it’s time to start planning. A good first stop is a Certified Financial […]

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A Brief Reminder About Volatility

| September 10, 2011 | 0 Comments

By Rick Brooks When you are investing, you are being paid to take risk. The more risk you take, the more you should expect to make on your investments. This is something that seems to be forgotten during the good times. But volatility is part of investing. If you are not willing to take risks, […]

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