Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - January 2023
A Path to Setting and Reaching Your 2023 Goals
What if you focused on your system instead of just your goals?
Setting goals for a new year can feel overwhelming. We all know that resolutions typically don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path for setting and reaching your goals to achieve your best Return on Life (ROL).
Achieve More in Life and Feel Good About the Results
We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so many New Year’s resolutions die before Spring.
But if you use these key strategies that are supported by deeply-held values – and science! – you’ll set better goals, achieve them, and feel better about yourself while doing so.
Four Actions to Take if You’re Retiring Next Year
It's common for people who are retiring to set their retirement date in either the springtime or the early summer. If you happen to be one of those lucky folks who are going to retire next year, then "Congratulations!"
But before you start planning your retirement party, make sure you do these four things if you're retiring next year.
Student of the Market - December 2022
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - December 2022
Don't Let Holiday Stress Decrease Your ROL
Are you feeling the crunch?
With the holidays in full swing, the stress from all that planning, shopping, entertaining, and travelling might be starting to mount. And in between wrapping presents and baking cookies, you still have work to do, your kids still need help with school, and your heart still needs that 30-minute morning run.
Here are four tips to help you turn down the stress so that you can get more Return on Life from your holidays.
Give Experiences - Not Stuff This Holiday Season
Do your Christmas gifts spark joy? The answer is usually “YES!” on Christmas morning or at a holiday party when we unwrap our presents and watch others enjoy their gifts as well. But once the New Year rolls around many of those gifts are fighting for closet space with holiday decorations and all the stuff we keep meaning to donate. And one thing that definitely doesn't "spark joy" is household clutter.
While the shine tends to wear off presents much faster than we expect, many researchers have concluded that spending money on experiences rather than stuff can create more meaningful and lasting happiness. This holiday season, consider putting money towards one of these gifts to create memories that will boost the Return on Life for years to come.
Write a Charitable Bucket List
Creating a bucket list can be a great way to visualize your long-term money goals and -- more importantly -- start checking them off. But as the science linking giving to happiness grows stronger, many people have started creating charitable bucket lists that can help improve their Return on Life for themselves, their communities, and people in need.
Here are three ideas for filling your own giving bucket that could connect your money to your life in more meaningful ways.
Student of the Market - November 2022
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - November 2022
Most Investors Perceive Losses as More Impactful
When managing personal finances and investments, people frequently exhibit irrational behavior for different reasons. If you’re one of these folks, be fair to yourself: It doesn’t even take a spate of market zigzags like we saw recently to prod you into questionable decisions.
Everyone makes choices about money nearly every day – how to earn, spend, save, invest and so on. Sometimes you pick wisely, sometimes harmfully. Some decisions, particularly those regarding when and where to invest, whipsaw from wise to harmful and back, depending on when you reached your conclusion and when you took the plunge.
