by Douglas Goldstein | Jun 28, 2016 | Decision Making, Podcasts
What should you do when you get an inheritance? The first thing you should do when you get an inheritance is not to make any rash decisions or changes in your lifestyle without understanding what you have just received. This is especially true if these assets are... Click for more
by Doug Goldstein CFP® | Jun 23, 2016 | Strategic Thinking
Though focusing and goal-setting will certainly help you hit a target, when aiming for financial success it is sometimes impractical to go straight for your main goal. For instance, when a grandmaster sees that her opponent has built a mighty blockade around his king,... Click for more
by Douglas Goldstein | Jun 14, 2016 | Asset Allocation, Financial Strategies, Podcasts
How can you improve your portfolio’s diversification? By consolidating your money under the watchful eye of a single financial advisor. Last episode discussed how consolidating your investments can make more money. Listen to this episode to discover the... Click for more
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
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
by Douglas Goldstein | May 31, 2016 | Financial Plan, Podcasts
How can you make more money by consolidating your investments? If your investments are scattered among different companies not only is it difficult to know what you own, but you may end up paying more in fees. Not to mention, your asset allocation may not be as... Click for more
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
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
