4 Results found..

  • Why I’m inspired by Steve Martin and Mark Twain – A Few of My Favorite Quotes

    Ward Farnsworth, dean of the University of Texas School of Law and author of Farnsworth’s Classical English Rhetoric, says that people have an “appetite for well-expressed wisdom, motivational or otherwise.” I am one of those people. Quotes are often metaphors that can make a simple idea compelling. When people talking about business say that you should..

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  • Do You Know Your Money Script ?

    Do You Know Your Money Script? Money Scripts are internalized assumptions or rules that are often rooted in our childhood and ultimately shape our financial health. Uncovering your money script and knowing yourself better is the best starting point for making changes and improving your financial health.   Which of these statements apply to you? I..

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  • Hidden Volatility Costs and Active Portfolio Management

    I have been in the Institutional Trading business for 28 years and recently made the move into the Financial Advisory world. I landed at a reputable BD/Insurance shop to learn about the retail world and its’s ins and outs. My experience led me to the investment side of things so that is what I focused..

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  • A New Rule for Financial Advisors

    How to Know if Your Financial Advisor is Working in Your Best Interest I wanted to share some important information about the financial services industry that you may not be aware of.  This topic is a little bit dry, but it’s something all investors should be familiar with. A NEW RULE FOR FINANCIAL ADVISORS On..

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