by Douglas Goldstein | Apr 28, 2015 | Decision Making, Financial Strategies, Podcasts
Here’s a useful two-step strategy utilized by some of the world’s most successful people: Create an efficient system so that you can put your ideas into practice – and then teach others how to do it for you. Here’s how …. To listen to... Click for more
by Doug Goldstein CFP® | Apr 23, 2015 | Decision Making
My strong point While my day job is a financial advisor, I am an avid chess fan. I remember a recent chess game I played with my chess coach, Boris. He played white, and opened the game with e4. I had numerous responses for that move. Instead of responding to his move... Click for more
by Doug Goldstein CFP® | Apr 16, 2015 | Decision Making
IQ, or intelligence quotient, assesses your overall intelligence level. We’re guessing that if you’re reading this blog post your IQ is pretty high. But what is “financial IQ”? Financial IQ is a measure of how well you do with money. Having a high financial IQ doesn’t... Click for more
by Doug Goldstein CFP® | Apr 9, 2015 | Decision Making, Financial Strategies
Mutual funds are a great way of diversifying your investment portfolio. Many investors are not aware of the hidden costs of mutual funds, both the fees when the fund manager buys or sells holdings within the fund, or the tax implications involved in owning a fund If... Click for more
by Doug Goldstein CFP® | Mar 26, 2015 | Decision Making
Do you believe everything you read on Facebook or on Twitter? I’m guessing the answer to that is no. However, could you answer just as confidently to the question of whether you’re subconsciously affected by what you read on social media? Many decisions about money... Click for more
by Doug Goldstein CFP® | Mar 12, 2015 | Decision Making
While every piece on the chess board has a value, depending on the details of any individual game, the relative value of each piece is different. Ever play a game when you exchanged a pawn for a rook and not the traditional queen? Similarly, the relative value of... Click for more
