Please click on the following link for a Quarterly Market Review - 2023 Q1
Student of the Market - March 2023
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 - March 2023
Student of the Market - February 2023
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 - February 2023
Plan an Exciting Vacation to Start Retirement
If you're about to retire but apprehensive about your future, maybe it's time to schedule something that you will look forward to. Kicking off your retirement with a well-deserved vacation can ease you into this complicated transition and give you a small taste of everything you have to look forward to.
Here are two reasons why you should consider plotting a dream vacation right after your retirement.
What Do You Think it Really Means “To Be Rich?”
If We Set Unrealistic Expectations for Ourselves, We Never Reach True Wealth.
What does it mean to be rich? Some people live by the balance sheet, some die by it. Others don’t even know what a balance sheet is. How do you define wealth for yourself? A recent article on CNN reported that “a whopping 70% of those with at least $1 million in assets that are invested or available to invest, excluding home values, don’t consider themselves to be wealthy – only when they hit the $5 million mark (did) millionaires begin to feel wealthy.”
Our feelings about wealth stem more from our life decisions and social circles than from the numbers we see on our statements.
Teddy Roosevelt once said, “Comparison is the thief of joy.” Feeling wealthy means feeling you have enough, of wanting what you have rather than being consumed with what you want.
Is Money a Supporting or Driving Element?
Student of the Market - January 2023
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