Economic Commentary Blog

2801, 2020

Core Principle Series – Principle #5 – “Buy low and sell high”

By |January 28th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

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”

By |January 28th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

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.

By |January 28th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

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, […]

2701, 2020

Core Principles Series – Principle #2 – If it sounds too good to be true, it probably is…

By |January 27th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

Core Principles Series – Principle #2
If it sounds too good to be true, it probably is…

We all like a great deal and there is something a little twistedly pleasing to feel like you got a […]

2701, 2020

Core Principles Series – Principle #1 – Don’t put all your eggs in one basket

By |January 27th, 2020|Uncategorized|

Core Principles Series – Principle #1
“Don’t put all your eggs in one basket”.
The practical origin of this eggs in a basket phrase comes from the common sense wisdom of placing eggs gathered from the chicken […]

2701, 2020

Core Principle Series – Scenario #3 – Beth and her father’s land

By |January 27th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

Core Principle Series – Scenario #3
Beth and her father’s land

Beth was surprised when the attorney called her. She and her sisters had heard once that her parents had some kind of property in the southern […]

2701, 2020

Core Principle Series – Scenario #2 – Jan and the annuity

By |January 27th, 2020|Uncategorized|

Core Principle Series – Scenario #2 – Jan and the annuity

Jan just turned 68 this year and is glad to have the new year bring the potential of better days. Her husband died last June […]

2701, 2020

Core Principles Series – Scenario 1 – John and the lump sum of cash

By |January 27th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

Core Principles Series – Scenario #1
John and the lump sum of cash

As we walk through each of the 10 core principles of smart investing, it will be helpful to have some real life examples of […]

2701, 2020

Ten Core Principles of Smart Investing

By |January 27th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

Ten core principles of smart investing:

Principle 1: Don’t put all of your eggs in one basket
Principle 2: If it sounds too good to be true, it probably is
Principle 3: Urgent and only available today = […]

1908, 2019

Watching the Volatility

By |August 19th, 2019|Uncategorized|

As the volatility continues, I can always find some calm waters by remembering the fundamentals, sound decision making within the financial markets always come back to them. I am eager to look at earnings […]