Understanding Inflation

Inflation, the insidious thief of purchasing power, is a topic that often sparks anxiety among investors and everyday consumers alike. As a financial advisor, it’s my duty to demystify this complex economic phenomenon and equip you with the knowledge to safeguard your financial future. What is Inflation? In its simplest terms, inflation is the rate […]

Don’t be fooled: markets often rally right as a recession starts

The Correlation Between Late Market Rallies and the Start of Recessions The relationship between late market rallies and the onset of recessions has been a subject of interest and analysis among economists and investors. The stock market is often considered a leading indicator of economic health, and the occurrence of late market rallies just before […]

Confirmation Bias will stop your personal growth in its tracks

In the field of economics and finance, I’ve encountered a number of common behaviors in many of my clients, from moderately successful ones all the way down the line to the very poorest. Cognitive biases are ways our minds fool and soothe us – to perceive pain and pleasure, effort and reward, safety and risk, […]

How Rich Guys protect their investments during a recession

As the old adage goes, “The only constant in life is change.” This holds true for the financial markets as well. Cycles of economic growth and recession are a natural part of any economy, and the savvy investor (whether that’s the Rich Guy or the asset manager the Rich Guy is smart enough to hire) […]

The Founding Four, Part 6 of 9: Protecting Your Plan

I’m back to finish my series on The Founding Four principles of good money management. This is the sixth of the 9-part series in which we dig deep about the four most important topics to tackle in your financial life. To get the most of this series, please read them in order. Part 1 gave […]

The Founding Four, Part 5: The Debt “Snowball”

This is the fifth of a 9-part series called the Founding Four, in which we dig deep about the four most important topics to tackle in your financial life. To get the most of this series, please read them in order. Part 1 gave you an overview of all four principles and how they fit […]

The Founding Four, Part 3 of 9: How and Where to Save

This is part 3 of a 9-part series about the Founding Four principles of your financial plan. Part 1 introduced you to the four critical activities you need to work on as the basis for every financial plan, and Part 2 introduced you to the first of the four principles, Saving. Here in Part 3, […]

The Founding Four of your financial plan

2019 starts out on TLRG with a basic primer on how to get a grip on your money. As we go through the year, we’ll go further down the rabbit hole into investing specifics, success mindset, even an opportunity to work with me professionally for free, but for the next few posts, we’re going to […]

Rich Guy Review: “How to Make Sh*t Happen”

Author: Sean Whalen (c) 2018 by the author Get it here and support TLRG. Bottom Line: Edgy “get-er-done” motivation book with a rough outline of an action plan to move forward in your life.   To hear Sean Whalen tell it, he’s reached the peaks of business success, lost it all during the sub-prime mortgage […]

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