Updated: The Evolved Investor

By Shelley Seagler “The more emotional an event is, the less sensible people are.” -Dr. Daniel Kahneman, 2002 Nobel Prize Winner for Economics Few things make us as emotional as the prospect of losing money. Wouldn’t investing be easier if you were a robot? Imagine the market crashes and yet, there you are, cool as a cucumber. But unfortunately that’s …

Blog Post Image

Top 5 Retirement Investment Mistakes To Avoid

By: Jesse Anderson In my daily interactions with clients and potential clients, I get to hear the horror stories from their investment past.  Hopefully, you haven’t made these same mistakes.  Here are the Top 5 mistakes I regularly hear from investors ready to retire.  Trying to Time the Market We’ve all heard “Buy Low and Sell High.” In theory, that sounds …

7 Red Flags of a Shady Financial Advisor-Part 3

Part 1 – Part 2 – Part 3 #5: They Prey on Social Circles Sadly, not all financial planners hold their fiduciary responsibility in the high regard they legally and ethically should. We’ll start the third and final part of this series by warning you to watch out for financial planners who commit ‘affinity fraud.’ Affinity fraud is an investment …

7 Red Flags of a Shady Financial Advisor-Part 2

Part 1 – Part 2 #2: They Offer a “Free Lunch” Financial advisors have used the strategy of the “free lunch” to generate new clients for decades. As you get older and closer to retirement, you are more than likely going to be bombarded with invitations to lunches or dinners that are hosted by some type of investment firm. But …

7 Red Flags of a Shady Financial Advisor

For some, selecting a financial advisor led to financial ruin and regret; but for most, the choice leads to varying shades of financial security and satisfaction. News headlines of the past tell a cautionary tale of how critical it is to be careful in choosing your financial advisor. In this article series, we’ll explore 7 red flags that you can …

5 Habits of Savvy Investors-Part 5

Part 1 – Part 2 – Part 3 – Part 4 – Part 5 Steal From the Best When you’re headed to a destination you’ve never been and you’ve got no road map, the easiest way to ensure you arrive at the right place is to simply follow the person ahead of you who lives there and is headed there …

5 Habits of Savvy Investors-Part 4

Part 1 – Part 2 – Part 3 – Part 4 – Part 5 Savvy Investors Stay the Course Successful investing can be as uneventful as watching paint dry or as gut-wrenching as racing 70 mph on a wooden roller-coaster ride; depending on current market’s conditions. Whether you’re bored and want more action or you find the ups and downs …

5 Habits of Savvy Investors-Part 3

Part 1 – Part 2 – Part 3 – Part 4 – Part 5 Measure Investment Performance There’s an old adage that says, “You can’t manage what you don’t measure.” By the same token, you can’t expect to be a successful investor unless you have a system for measuring key factors every step of the way. In Part 1 and …

5 Habits of Savvy Investors-Part 2

Part 1 – Part 2 – Part 3 – Part 4 – Part 5 Complete Investment Strategy If you look at any successful investor, they have developed a complete investment strategy. They would never invest with a haphazard, one-off, ‘let’s see how this turns out’ approach. In fact the opposite is true. Savvy investors follow their comprehensive, detailed, soup to …

5 Habits of Savvy Investors-Part 1

Part 1 – Part 2 – Part 3 – Part 4 – Part 5 Lay a  Firm Foundation How do the best investment minds think? What makes them tick…What does Warren Buffet, John Templeton, Peter Lynch and George Soros have in common… What are they doing that the rest of the world isn’t doing to become such successful and iconic …