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How to Avoid Internet Fraud

by Doug Goldstein CFP® | Oct 15, 2015 | Behavior finance

Internet fraud is growing almost as quickly as the internet itself! As communication technology gets more sophisticated, online thieves and fraudsters are also getting smarter. Whereas spam emails used to be fairly easy to spot with their claims of online wins,... Click for more
How to Handle Financial Infidelity in a Relationship

How to Handle Financial Infidelity in a Relationship

by Doug Goldstein CFP® | Oct 8, 2015 | Decision Making

Does your spouse have secret debt? Most people don’t want to believe that their spouse keeps secrets from them… especially financial secrets. But unfortunately financial infidelity is common in relationships. If you suspect your spouse is hiding secret debts from you,... Click for more

Avoid This Investment Blunder and Make More Money

by Doug Goldstein CFP® | Oct 1, 2015 | Behavior finance

In my twenty-plus years as a financial advisor, I have seen too many investors make the same mistake with their money. What is the all-too-common financial mistake? Investors follow their emotions rather than logic. Sometimes emotions can cause you to make a hasty... Click for more
My Wife, Disney, and How to Invest in a Stock

My Wife, Disney, and How to Invest in a Stock

by Doug Goldstein CFP® | Sep 24, 2015 | Behavior finance, Decision Making

I love Disney World: fireworks, parades, and Mickey Mouse. A few years ago, we visited there as a family and my wife came home with a unique souvenir: an order for her stockbroker to buy Disney stock. Let’s examine some points my wife considered before buying the... Click for more
An Amazing Chess Quote That Can Make You as Rich

An Amazing Chess Quote That Can Make You as Rich

by Doug Goldstein CFP® | Sep 17, 2015 | Chess, Inspirational Quotes

Kotov’s quote is one of my favorite chess quotes since is sums up the ethos of both successful chess and financial planning. When playing chess, you need to follow some kind of game plan. Even if your plan is in need of improvement, it is still better to follow it... Click for more
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