What’s in a Benchmark?
It’s natural. We are wired to measure our portfolio against something to determine if our money is winning or losing. Most often, stock market indices such as the DOW or the S&P 500 are assumed as proper measuring sticks. Many follow the logic of “well…my...
When the Dust Settles: How to Have Confidence to Make the Right Financial Decisions
“Don’t Let the Immediate Take Precedent Over the Important” – This quote sits on my desk and is a helpful reminder to take a step back and look at the big picture We live in a world that is encumbered by choice. Everywhere we look, we are given more and more options...