My Best and Worst Investment Decisions Ever

July 08, 2013

If you are considering working with a financial advisor, you need to ask some important questions when deciding if a professional is qualified to help you reach your financial life goals. Last year, I was asked a simple but powerful question that appeared in an interview for a Forbes.com article.  It was actually a two part question that was framed as things that everyone should ask their financial advisor.   Continue reading “My Best and Worst Investment Decisions Ever”

Is Your Investment Portfolio Missing a Key Ingredient?

April 22, 2013

Do you have a written plan in place to guide your investment decisions? If not, how will you know if your investment plan is on track to meet your financial life planning goals? An excellent way to make sure that you follow an investment plan and have a measurement stick in place to track your progress is to setup an investment policy statement. Continue reading “Is Your Investment Portfolio Missing a Key Ingredient?”