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Relentless - The Blog

    Misunderstood Fear of Losing Money

    The idea of "losing money" in the stock market is like a financial urban legend. It’s the Bigfoot of investing. You hear about it everywhere, but when you dig into the evidence…not so much. And yet, nothing gets my attention faster than this phrase: “I don’t want to lose money.” It’s another reminder of just how deeply this misconception runs.

    The Investor vs. The Speculator: A Tale of Two Mindsets

    I want to tell you a story about something that has stuck with me for years — a lesson that defines...

    Ask For What You Want: A College Decision and Financial Planning Story

    This is the third of a three-part series on College Planning. To read the first segment, click...

    Pander, We Will Not: Our Financial Advisor Fiduciary Duty

    Recently, Morgan Stanley was fined $15 million by the Securities and Exchange Commission (SEC) for...

    7 Questions Parents Should Ask Regarding How to Pay for College

    This is the second of a two-part series on College Planning. To read the first segment, click here.

    Why Early Planning for College Matters: Insights from Our Family Journey

    For the past 15 years, I've been discussing college planning with many of our clients, but now that...

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Are You Being Burned By Variable Annuities?

    A few years back, I met a prospective client — let's call him Peter. He came to me through a...

    What Motivates Your Financial Advisor? What Motivates You?

    When I think about people and their motivation in the realm of work, I think of three categories.

    The Real Risk of Target Date Funds and How to Take Control of Your Financial Future

    Just the other day, a friend called to tell me about a conversation she overheard.
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