Warren Buffet has often said longer holding periods typically lead to greater success... ✅ But in today's world 🌎, people expect investing to be more exciting... With the click of a button, you can buy this, sell that...Successful long term investing should be more like watching paint dry... BORING!!
So I get this email one morning discussing the crisis of “Soft Suburban Dad Syndrome”. So immediately I take the quiz…by the way it works for Soft Suburban Mom’s as well. Turns out I’m doin ok, but I found it fascinating…I think you will too. Take the quiz and find out if you're suffering from Soft Suburban Dad/Mom Syndrome... Interested to hear what you have to say about this.
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Planning 1st! Everything we do starts and ends with a plan! Last quarter, top funds were not index funds...what gives? 📈
We are constantly looking for ways to level up the value we provide to you. When I recently learned about the Health Analysis and Longevity Optimizer, aka HALO, I immediately knew it was something I needed to build into our Financial Life Planning process!!!