by Doug Goldstein CFP® | Feb 25, 2016 | Blog, Strategic Thinking
While it may be easy enough to know what goal you want to achieve, actually getting it done is another matter. The perennial example is The Diet… which always starts tomorrow. While you may sincerely want to lose weight, if you are like most folks, there is a... Click for more
by Douglas Goldstein | Feb 23, 2016 | Asset Allocation, Decision Making, Podcasts
Financial advisors spend their workdays investing other people’s money. Have you ever wondered how they invest their own funds? While a financial advisor can be a great role model for financial success, following his investing style exactly may not be the best... Click for more
by Doug Goldstein CFP® | Feb 18, 2016 | Financial Strategies, Strategic Thinking
Peter Drucker, management consultant, once said: “Efficiency is doing things right; effectiveness is doing the right things.” What is the difference between being effective and being efficient? Which one leads to success in investing and in life in general? You can... Click for more
by Douglas Goldstein | Feb 16, 2016 | Asset Allocation, Financial Strategies, Podcasts
Investing in real estate can have two possible outcomes – it can either make you rich or poor! People tend to buy properties either to live in or for an investment. Investing in real estate for either of the above reasons involves risk. This financial podcast provides... Click for more
by Doug Goldstein CFP® | Feb 11, 2016 | Other
The right tools make all the difference. Ever try banging a nail with a shoe? It just doesn’t work as well as when you use a hammer. Tried and trusted tools You can find almost anything on the internet, from chicken recipes to a marriage partner. But even though... Click for more
by Douglas Goldstein | Feb 9, 2016 | Financial Strategies, Podcasts, Strategic Thinking
What’s the most important money habit you need to get rich? Unfortunately, “getting rich quick” is a myth. Aside from robbing a bank (which I’m not recommending you do), there isn’t one single trick that can make you rich. But, there are... Click for more
by Doug Goldstein CFP® | Feb 4, 2016 | Decision Making, Financial Strategies
Looking at investment risk before buying/selling a stock/bond can be compared to a chess player who looks for weaknesses on the board before making a move. A good chess player doesn’t automatically assume that the queen is the strongest piece, or that the pawn is the... Click for more
by Douglas Goldstein | Feb 2, 2016 | Decision Making, Financial Strategies, Podcasts
Transferring credit card balance is probably something Walter Cavanagh, the holder of the world’s record of having the most credit cards, never had to do. (He only uses one card and pays it off in full at the end of the month.) While someone has to hold the title... Click for more
