Personal Investor

"The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton

April 26, 2023

Templeton was a successful investor and philanthropist who believed in the importance of disciplined investing and avoiding irrational exuberance.

Hiring a fiduciary to help manage your investments is crucial.

Personal Investor

April 26, 2023

Fiduciaries are held to a higher standard of care than non-fiduciary advisors, who may have conflicts of interest that could influence their recommendations.

It's essential to have a solid investing strategy in place.

Personal Investor

April 26, 2023

When the market is overly fearful or greedy, it's essential to have a solid investing strategy in place to help you make informed decisions.

Achieving Financial Goals: Saving money is necessary to achieve your financial goals, such as buying a house, starting a business, or retiring comfortably.

Personal Investor

April 24, 2023

Financial Freedom: Saving money can also lead to financial freedom. By having enough savings to cover your expenses, you can make choices about your career or lifestyle that you wouldn't have been able to make otherwise.

Weekly Market Recap Week Ended April 21

Personal Investor

April 23, 2023

The major U.S. stock indexes traded in a narrow range for the third week in a row and the S&P 500, the NASDAQ, and the Dow each finished with a fractional decline. Since the start of April, the gap between the S&P 500’s highest daily closing level and its lowest close has been a mere 1.6%.

Many investors lose more money trying to predict and prepare for market corrections than they do by the corrections themselves.

Personal Investor

April 20, 2023

Investors with a long-term perspective who stay invested through market corrections rather than trying to time the market are more likely to achieve their investment goals.