Feature Article
Cowards Never Become Millionaires
If you’re dissatisfied with your personal financial statement and you have an intense desire to transform yourself into an extraordinary investor, here are some nuggets I’ve learned from my wealthiest clients. Notice I said intense desire. A regular desire just won’t cut it if you desire to be wealthy. Regular desire is like regular gas. It’s not enough fuel for top-performance. If... [Read more]
3 Tips for Maximizing Your 401k-IRA Returns in a Volatile Market
The employer-sponsored 401k Trust and its job transition heir-apparent, the IRA, have become by far Americans’ most popular vehicles for accumulating retirement assets during our working years. According to Investment Company Institute’s March 31, 2008 report, some $17.1 trillion or 40% of American households’ net worth are retirement assets. Of that $17.1 trillion, IRAs own $4.5 trillion... [Read more]
Investment Tips from the World’s Greatest Hockey Player
Wayne Gretzsky, who played for the NHL from 1979-99 is widely proclaimed as the greatest hockey player to ever play the game. As the story goes, a journalist once asked Gretzsky what made him so much better than the other players. He was only 19 at the time and was already considered an incredible talent. His response was ”the other players skate to where the puck is; I skate to where the puck is... [Read more]
3 Surefire Ways to Out-Invest the Joneses
How many times have you heard it? ”To reach your objectives, you should have a plan”? Study after study after study reconfirms how much more successful are those who have a written plan versus those who don’t. Yet, chances are, you’re one of the 95% of people who don’t have one. Are you satisfied with the results you’ve achieved to date? Or are you like most Americans who feel that everything... [Read more]
Estates of Four Famous People
Strategies to Protect Your Money During a Bear Market
First, let’s clear up a widely-held myth and make sure that you and I are on the same page concerning what a bear market (and by contrast, what a bull market) is. A bear market is quite simply a prolonged period in which investment or securities prices decline in value. Note that in my definition nowhere is the word stock price decline. It’s a myth that only the stock or equities market experiences... [Read more]
Three Things I Learned From West Point
Certain life experiences define us…and forge our beliefs. Going from Alabama to the US Military Academy at West Point was a defining occasion in my life. Here are three things that looking back on that experience will follow me forever. None of us are our circumstances. Each and everyone has “will” and makes choices that define who we become. Great leaders live to “serve”,... [Read more]
