by Manisha Thakor | Dec 20, 2013 | Blog, Retirement
by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...
by Ann Wilson | Oct 29, 2013 | Blog, Investing, Retirement
by Ann Wilson It’s not the pot, it’s the ingredients that stink! “I don’t want to invest in the stock market. I’ve got an ISA/ Pension/ Superannuation/ Retirement Annuity/ 401K and it is doing terribly”. I get emails like this almost everyday and it makes me mad. Not...
by Manisha Thakor | Oct 10, 2013 | Blog, Investing
by Manisha Thakor As a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?” You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid...
by Ann Wilson | Sep 24, 2013 | Blog, Investing
by Ann WilsonIt’s one of the most basic questions ever: What do you and 99% of the population want most?Most people will say “More money.” Specifically, we want to be rich. Who wouldn’t? If you’re rich, you really don’t have much to worry about, except maybe what to...
by Manisha Thakor | Sep 16, 2013 | Blog, Investing
by Manisha Thakor Picture this. Two cars are driving down a three-lane highway. A red sports car is darting between all three lanes trying to find the fastest possible way to get ahead. A gray sedan is in the right lane, steadily going the speed limit. Suddenly a...
by Jillian Beirne | Sep 10, 2013 | Blog, Health & Wealth
by Jillian Beirne DaviI’m known for saying that Money is a HUMAN made tool. And humans are emotional. Therefore money is emotional.(Even though it doesn’t have to be.)Money follows the simple laws of cause and effect. You GIVE to the world a specific...
