by Douglas Goldstein | May 30, 2017 | Financial Plan, Podcasts
As baby boomers get closer to retirement, what’s the financial tool they should avoid? Find out why it’s important to line up your assets as your retirement approaches, just like a chess player who lines up his pieces and refines his endgame. Is it a good... Click for more
by Doug Goldstein CFP® | May 23, 2017 | Financial Plan
When did you last review your finances? I’m not referring to checking to see how much cash is in your wallet, but a comprehensive review including your retirement plan, investments, and bank statements. Just like a chess player constantly reviews tactics and... Click for more
by Douglas Goldstein | May 16, 2017 | Decision Making, Podcasts, Strategic Thinking
When playing chess and investing, it’s a good idea to measure your results by looking at performance metrics. But why are metrics important? Find out how measuring performance improves efficiency. If you can measure it, you can improve it! This financial podcast... Click for more
by Doug Goldstein CFP® | May 9, 2017 | Chess
Some of the world’s best chess players learned how to play when they were very young. The youngest person so far to become a grandmaster is Sergey Karjakin of Ukraine, who won the title at the age of 12 in 2002. In the same way that your child can become a good chess... Click for more
by Douglas Goldstein | May 2, 2017 | Decision Making, Financial Plan, Podcasts
One of the reasons investing in the stock market is so difficult is because we can’t predict the future. The trick is to use hindsight to help you determine what will be. While past performance is never a guarantee of future results, if you were able to invest... Click for more
by Doug Goldstein CFP® | Apr 25, 2017 | Chess, Financial Strategies
When you play chess, you need to take small steps to success rather than making grandiose moves or waiting for your opponent’s blatant blunders. A good chess player builds his defensive and offensive fortress slowly, accumulating small advantages wherever possible.... Click for more
by Douglas Goldstein | Apr 19, 2017 | Asset Allocation, Podcasts
Real estate investors hope to get a quick return on their initial purchase. While multi-millionaires are often real estate moguls, is this a good investing strategy for the ordinary person? Regular folks don’t realize what being a landlord entails or the... Click for more
by Doug Goldstein CFP® | Apr 13, 2017 | Chess Strategies, Decision Making, Inspirational Quotes
What makes a player win in chess? Is there a special, secret formula that always guarantees victory? As chess is a multifaceted game, there’s no one uniform tactic or strategy that works for every single player all the time. Every player has his or her own unique... Click for more
