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Why Asset Allocation is One of the Most Important Aspects of Investing

Why Asset Allocation is One of the Most Important Aspects of Investing

by Doug Goldstein CFP® | Jun 2, 2016 | Asset Allocation, Financial Strategies

Asset allocation may be even more crucial to investing than picking the “best” stocks or funds. This is because by dividing your assets among different asset classes rather than looking at individual investments only, you spread out your risk. By diversifying your... Click for more
Does Your Relationship Have Money Problems?

Does Your Relationship Have Money Problems?

by Doug Goldstein CFP® | May 31, 2016 | Decision Making

Money problems, specifically, the inability to communicate well on financial issues, is one of the main causes of conflict among married couples. I saw this recently at a meeting in my financial planning practice where the husband literally put his hand in front of... Click for more
What is Your Favorite Source of Inspiration?

What is Your Favorite Source of Inspiration?

by Doug Goldstein CFP® | May 26, 2016 | Inspirational Quotes

Inspiration is one of most important ingredients for realizing your goals. Whether you are planning your finances, a chess game, or your workday, creating a list of objectives is not enough. You need something to motivate you to plough through your list. That... Click for more
How to Tell If Your Investment Portfolio Needs Ritalin

How to Tell If Your Investment Portfolio Needs Ritalin

by Doug Goldstein CFP® | May 19, 2016 | Behavior finance, Financial Plan

When you look at your investment portfolio, what do you see? Are you able to focus on all of its details at once? Many investors think they are looking at the big picture when they read over their financial portfolio, but many important details escape their attention.... Click for more
How to Protect Yourself from Being a Victim of Financial Fraud

How to Protect Yourself from Being a Victim of Financial Fraud

by Doug Goldstein CFP® | May 12, 2016 | Financial Strategies

Keeping your money in “safe” investments is not a guarantee against being a victim of financial fraud. Take these 3 steps to minimize the risk that you’ll be a target in a scheme. Create strong passwords Don’t base your financial passwords on family birthdays, names,... Click for more
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