03 June, 2022 Total Client Experience

What Might Happen Next?

It’s not fun to look at your portfolio statement during normal market downturns like we are experiencing now. When will it end? I have no insider information about when things will turn around,...

16 May, 2022 Total Client Experience

Avoidable Regrets

I took my family out for a nice dinner on Mother’s Day. Although we went to a small local Trattoria it was far from inexpensive, but the food was out of this world. Having the family together for this wonderful occasion provides memories that cannot...

06 May, 2022 Total Client Experience

Do You Remember March 23, 2020?

As human beings, we have certain behaviors wired into us. One such behavior or bias is that we often feel whatever trend is happening will continue indefinitely. It is easy for us to justify and rationalize this thought process....

02 March, 2022 Total Client Experience

Stock Markets Are in Correction

So, stocks are falling. The major indices have officially entered correction territory. This should be no big surprise to anyone who understands that volatility is normal in investing....

02 February, 2022 Total Client Experience

Nothing New….There Is Always A Reason To Sell

I read about an old saying a few days ago that people do not go to church to hear the 11th Commandment. They go to reinforce the 10 Commandments that are already in place....

10 December, 2021 Total Client Experience

One of the Biggest Investor Mistakes

We’ve all done it. Watch that stock, ETF, or mutual fund go up month after month until you can’t resist anymore and buy-in. Only to be disappointed when it performs poorly afterwards. Sound familiar?...

08 December, 2021 Total Client Experience

Rising Interest & Inflation rates are bad for markets

A few clients recently made comments about rising interest rates and its potential effect on markets and their portfolio....

04 October, 2021 Total Client Experience

A Crash Is Coming

Robert Kiyosaki, author of the popular book Rich Dad, Poor Dad, has predicted a “giant stock market crash” in October...

10 February, 2021 Total Client Experience

Paul’s “Do’s” and “Do Nots” of Tax Planning

It’s that time of year- gathering receipts and waiting for tax documents to arrive in the mail, so we can file our tax refund before the end of April. Are you ready for it this year? Hopefully my list of Do’s and Do Not’s will assist your better prep...

10 February, 2021 Total Client Experience

How Your Natural Biases Can Ruin Your Portfolio Returns

Traditional finance assumes that investors always make perfectly rational decisions based on all available information. Behavioral finance, on the other hand, recognizes that as a result of our limited cognitive abilities (cognitive biases)...