Avoid the scammers
A quick note today on protecting yourself from scammers during these uncertain times that we are living in. We are seeing more concerns with scammers attempting to defraud people during COVID lay offs and the […]
2304, 2020
2303, 2020
It was just an old watch…
I want to tell you a story about a watch. Many years ago my mother passed away unexpectedly. Dad had died a few years prior and so in my late 30’s I found myself without […]
603, 2020
Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…
Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…
There is a fascinating discipline in the world of marketing and decision science called ‘Choice Architecture’. This discipline affects […]
1102, 2020
Core Principles Series #9 – Whose money is it?
Core Principles Series #9 – Whose money is it?
In the world of investment, there are three types or categories of investments. Those are: 1) loans, 2) assets, and 3) products. There are lots of different […]
3001, 2020
Core Principles Series #8 – The Endowment Mindset
Core Principles Series #8 – The Endowment Mindset
Nearly all large charitable or educational institutions in the US and Canada have large scale endowments. An endowment is a pool of investment resources that have generally been […]
2801, 2020
Core Principle Series – Principle #7- ‘Fail to plan – Plan to fail’
Core Principle Series – Principle #7
‘Fail to plan – Plan to fail’
This principle is crucial for your own protection. If you read through the three scenarios that I posted earlier, you will have noted that […]
2801, 2020
Core Principles Series – Principle #6 – “The balance of risk and reward”
Core Principles Series – Principle #6
“The balance of risk and reward”
In any investment there is risk. A person might argue that “well that isn’t true for an envelope of cash that I have at home” […]
2801, 2020
Core Principle Series – Principle #5 – “Buy low and sell high”
Core Principle Series – Principle #5
“Buy low and sell high”
This principle is one of the most commonly quoted phrases whenever a person is asked how they can do well with investments but it is clear […]
2801, 2020
Core Principles Series – Principle #4 – “Follow the money”
Core Principles Series – Principle #4
“Follow the money”
Principle number 4 is all about separating emotion and hype from reality. Individual motivations reveal a great deal about who a person is and why they do what […]
2801, 2020
Core Principles Series – Principle #3 – Urgent and only available today = wrong.
Core Principles Series – Principle #3
Urgent and only available today = wrong.
We live in a world with a 24 hour news cycle and instant on demand access to nearly everything. With that kind of access, […]
