Tag Archives: Investment Education

HOW TO BEAT THE 1% AT THEIR OWN GAME (LEGALLY AND ETHICALLY)

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The One Percent

Is it just me, or is vilifying affluent members of society really in style right now?  The media would have us believe that the economy is a finite pie and if one person has a bit more, then that means someone else has to settle for less.  I’m sorry, but that’s economically backward. If Larry Ellison (founder of Oracle and multi-billionaire) moves into your town, is your town in better shape or worse shape?  It’s in better shape by a long shot.  Just the drippings from his proverbial plate would greatly benefit numerous aspects of your community’s economy.  It could Continue reading →

THE CLASS YOU DIDN’T TAKE IN SCHOOL – INVESTMENT EDUCATION 101

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Classroom Photo - Investment Education

During a recent, in-person session with a private coaching client, the topic of retirement preparation and planning made its way into the conversation.  I ran a quick “diagnostic check” by asking a few questions and reviewing some of the client’s financial statements including her investment holdings and retirement accounts.  Everything appeared fine until I began dissecting the various positions within her IRA (Individual Retirement Account). The tone of the meeting quickly turned from pleasant to somber as I explained why the long-dated bonds in her retirement account were a poor investment choice given the current economic climate (and she had Continue reading →