The current markets are nervous, full of uncertainty and highly reactive to any news – positive and negative. Investors are confused by the daily fluctuations and are challenged to maintain a sense of calm and control. Read the rest of this entry »
Archive for the ‘personal financial consultant’ Category
How “Threat Sensitive” Are You to These Market Conditions?
Thursday, August 18th, 2011 by editorAre you a man or woman of your word?
Tuesday, February 22nd, 2011 by editorJust in time for Valentine’s Day, Genworth Financial released a survey that looks at how, why and to whom we make, keep and break promises. According to the survey, the number one reason Americans aim to keep a promise is to keep their word. It also appears that people are highly motivated by family priorities. Sixty percent of U.S. adults reported they keep promises to satisfy a loved one, and 59 percent to show they care. When it came to delivering on their promises, more than half of those who have ever made a promise, 65 percent, gave themselves an “A” in keeping promises. Read the rest of this entry »
Holiday Spending Plans: Be Realistic and Avoid An Exercise in Futility and Frustration
Tuesday, December 7th, 2010 by editorMost people I’ve spoken to said that they shopped on “Black Friday” and on “Cyber-Monday” without a holiday spending budget. In retrospect, they admitted it would have been a good idea. It may have prevented them from spending more than they wanted and prevented them from buying tempting items that weren’t on their list. Read the rest of this entry »
A Plan for Overcoming Holiday Pressures
Tuesday, November 30th, 2010 by editorWell, the holiday shopping season is here, and some of us, in the desire to please family and friends, will spend more than we can afford. Learning how to control the urge to splurge, could help your personal balance sheet in the New Year. Read the rest of this entry »
Having Wealth vs. Being Wealthy–Continued
Tuesday, November 16th, 2010 by editorI had such a positive reaction to last week’s blog that I decided to continue the conversation about what it takes to accumulate and use wealth wisely.
In the American culture, we have been programmed and doomed in a way to desire and have the stuff wealth can buy. With that cultural habit comes the task and obligation of trying to figure out what to do with it once we have it. Read the rest of this entry »




