Tag Archives: disciplined investors

Where Do Returns Come From?

As both an investor and an investment advisor, I am likely more tuned into the movements of the market and the results for investors. I read dozens of investment-related articles every week. I review the results of dozens of asset … Continue reading

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What You Did Right

  Dan Cuprill, a fellow Matson Money investment coach and all-around great guy, recently sent this message out to his clients. It’s a powerful reminder of why we’re doing what we’re doing. Look for the farmer/seed analogy—it’s really good…   … Continue reading

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Bring on the Double Dip!

If you were unsure about whether financial planning was broken, let this recent headline assure you that, indeed, it is. Most Advisors Call Double-Dip Recession Unlikely But Clients Still Cautious While 52% of registered investment advisors say a double-dip recession … Continue reading

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I Need You There

I have become convinced of something in the past 12 to 24 months. I am convinced that one of my primary objectives as your advisor/coach is to compete for your brain cells and claim them with the truth about investing. … Continue reading

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