Insights

How Can My Wealth Be Managed?

How can my wealth be managed?  This question has many right and wrong answers.  Simply put, you’ll get a different answer to this question depending on who you ask.  However, the right answer for you, specifically, will always be different than the right answer for someone else.&nbs...
Read More

History as a Guide

The last two posts have covered a simplified history of investing.  However, it is important to remember that investing does not simply happen on its own.  It is an active choice to make with many options once that decision is made.  When a person decides to invest, that decision prim...
Read More

One Step at a Time

We last left off with a simple definition of the markets.  Markets are a place where buyers and sellers meet to transact.  In the case of financial markets, suppliers of capital (i.e. buyers) allocate their money to spenders of capital (i.e. sellers).  This simple definition is import...
Read More

Retracing Our Steps

Everything has a story.  Regardless of who you meet or what you encounter, that person or thing has a story to it.  Stories have proven to be one of the most effective ways of learning something because they’re relatable.  The narrator typically has a deep understanding of that stor...
Read More