Monthly Archives

December 2017

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All Boats Rise in a High Tide – Swimming Naked

By | Advice, Dining, Dreams, Education, Finance, Food for thought, Investing, Life, Mindset, Money, Motivation, Planning, Retirement, Strategy, Technology | No Comments

Warren Buffett once said, “All boats rise in a high tide.” The market has been doing great this year, but like Buffett has also said, “Bad things aren’t always obvious when times are good…after all, you only find out who is swimming naked when the tide goes out.” We wanted to share these quotes and a great article, Warren Buffett’s 23 Most Brilliant Insights About Investing, in hopes that you will keep his insights and advice about investments in your mind as we approach the new year. 

From our families to yours, we wanted to wish you all a very Merry Christmas and Happy New Year!

The Importance of Annual Rebalancing

By | Advice, Dreams, Education, Finance, Food for thought, Life, Mindset, Money, Motivation, Planning, Retirement, Strategy, Technology | No Comments

The end of the year is the best time to adjust and rebalance your investments so that they align correctly with where you are in life and where you want to be. Like mentioned in the previous post, people can become greedy when investments are doing well. Remember: progress is most important!

It might sound silly, but we want to make sure you know that your investments are important– you have to take care of them and protect them. Rebalancing your investments at the end of the year allows you to prepare for the coming years in the best way possible.

Reach out to our financial advisors here if you need any assistance with rebalancing finances or have any questions about your financial needs!

Investor Behaviors

By | Dreams, Education, Finance, Food for thought, Mindset, Motivation, Planning, Retirement, Strategy, Technology | No Comments

As many of you may know, the market has certainly been in good condition recently.

Our advice: keep up with your investments and see if you are meeting your needs based on your risk tolerance. We’ve noticed that more and more people are becoming greedy with their investments and are wanting more out of them than what they really need. Take a look at your investments and your risk tolerance and remember that returns in general are great results. Don’t push your investments so far, you don’t want to get too greedy!

Have a great weekend everyone!