If you would like to book a speaking engagement or schedule an interview, contact us at Financial Tales.
November 17, 2009 – Making Your Money Last:
Explaining the difference between the Accumulation and Distribution Phases; as well as Withdrawals.
May 31, 2009
October 22, 2008
The current state of investor psychology and what investors can do today and tomorrow when managing their portfolio. Also dispels general investment rules of thumb that can get people in trouble. Specifically, dispel the notion that the Washington DC region is recession-proof.
People need to invest as a function of their stage in the wealth cycle and what I find is that individual investor behavior and how they relate to their portfolio is a major influence if not the major influence that determines portfolio returns.
Mistakes that people make with their money. Unless you are a gifted trader, which of course means your investment philosophy is trading, you must avoid the “philosophy of the day.” Listening to prognosticators such as Jim Cramer is fun but dangerous to your portfolio health. What safety is from an investment perspective.
One of my core beliefs about investing is that stocks are a tool for wealth building. The stock market has periods of fear and periods of greed which naturally leads to investors having periods of fear and greed. How you should think about these periods and what you should do.
How much money do you need to retire?