Wealth Management Blog

The Top Two Reasons Why Investors Fail Miserably

Posted by Helyn Bolanis

Jul 3, 2015 9:00:00 AM

top-two-reasons-why-investors-fail-miserablyYou won the Lottery!

You inherited a fortune from a long lost uncle!

You sold your business to a Venture Capitalist for a zillion bucks!

You robbed a bank (just kidding)!

Whether you lucked out and good fortune has just landed in your lap, or you are being justly rewarded for years of hard work, you share the same anxieties.

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Topics: Newly Acquired Wealth

5 Essential Tips For Evaluating Your Investment Strategies

Posted by Helyn Bolanis

Jul 2, 2015 10:30:00 AM

5 Essential Tips For Evaluating Your Investment StrategiesThere are a few things you NEED to know about managing investments. Whether you’re just beginning or are a seasoned investor, there’s a good chance you’ll benefit from taking a step back and reading through this advice with an unbiased perspective.

Here are 5 essential pieces of advice to help you better manage your investments:

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Topics: Successful Executive

Financially Negligent Parents? Eliminate these 4 Pitfalls

Posted by Helyn Bolanis

Jul 1, 2015 9:30:00 AM

Financially Negligent Parents Eliminate these 4 PitfallsIf asked whether or not you should support your parents in their later years, you’d probably say yes without hesitation. After all, they spent years raising you and paying your expenses and maybe even helped you financially to further your education.

But sometimes it isn’t that simple.

Your parents have a choice: they can both invest sufficiently and live below their means in order to prepare for retirement OR they can live extravagantly with little to no regard for their future.

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Topics: Worried About Parents

Shrewd Investors Know the Difference Between Information and Knowledge. Do You?

Posted by Helyn Bolanis

Jun 30, 2015 10:45:00 AM

Shrewd Investors Know the Difference Between Information and KnowledgeIf you’re like most investors, you’ve probably thought about what makes a shrewd investor so good. What do they do that others don’t? What do they know that others don’t?

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Topics: Newly Acquired Wealth

5 Financial Tasks Young Widows Must Tackle Immediately

Posted by Helyn Bolanis

Jun 29, 2015 10:00:00 AM

five-financial-tasks-young-widows-must-tackle-immediately“I have lived thirty years in these thirty days. I am thirty years sadder. I feel like I am thirty years wiser.”

Sheryl Sandberg, Chief Operating Officer of Facebook, and author of her recent book Lean In posted this  poignant and lengthy statement on Facebook reflecting on her loss of her husband tech executive David Goldberg who died while vacationing in Mexico.

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Topics: Young Widows

What Warren Buffet, Robert Kiyosaki and Michael Jordan Know About Successful Investing

Posted by Helyn Bolanis

Jun 26, 2015 10:00:00 AM

successful investingIt is fascinating to consider the psychology behind investing, because it’s what causes the best and brightest investors to stray from the path of success.

Stock markets are filled with the unknown, and that fact will never change. How you deal with this fact will determine the success of your own investment strategy.

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Topics: Successful Executive

Who Are the Mysterious Financial “They” Referenced by the Media?

Posted by Helyn Bolanis

Jun 25, 2015 10:00:00 AM

financial theyYou’ve probably noticed that TV reporters covering financial news often refer to a source simply as ‘they’. “They think the stock will go up. They think the stock will go down. They think the correct stock price should be between X and Y.”

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Topics: Disgruntled Investor

Don’t Gamble with Your Retirement! Take Charge of Your Investments

Posted by Helyn Bolanis

Jun 24, 2015 10:30:00 AM

take charge of your investmentsRetirement planning typically occurs over several years,  and as people reach retirement age they are faced with critical investment decisions.

Why you must take charge!

Many near to retirement investors with long-term investments have gotten jumpy seeing their IRA’s and 401(k) take huge hits in 2003 and 2008-09.  

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Topics: Retiring

An Investment Strategy that Doesn’t Work in Bad Times

Posted by Helyn Bolanis

Jun 23, 2015 10:00:00 AM

an investment strategy that doesnt work in bad timesThere is a reason buy-and-hold strategies don’t actually work.

A number of people believe a buy-and-hold strategy, including the founder of Vanguard Group, Jack Bogle, is the correct strategy for most people.

In an interview with Market Watch, he was quoted saying, “Frequent trading is a loser strategy.”

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Topics: Successful Executive

Dealing with Death: The Final Fork in the Road

Posted by Helyn Bolanis

Jun 22, 2015 10:00:00 AM

dealing with deathFew things can completely turn your world around like the news that you are terminally ill. Dealing with death is one of THE hardest things to do. You and your family commonly face tasks and decisions that include a broad array of choices ranging from simple to extremely complex.

These issues may be practical, psychological, social, spiritual, legal, existential, or medical in nature.

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Topics: Pre-Widow