Category: Investing Tales

An Evolutionary Tale

An Evolutionary Tale The Future is Now Last month I published A Tale of Rules.  This tale takes us on the journey that lets us understand how society transformed it’s thinking from a period where nobody invested based on rules to the present, where almost all investing is rules based.  How did we get from […]

A Tale of Rules

A Tale of Rules

A Tale of Rules (Rules Rule) What goes around comes around is a well-known phrase that teaches us that eventually we must deal with the consequences of our actions.  While some interpretations are judgmental, to me the phrase means that balance must be restored. When I was a rookie stockbroker, yes that was what we […]

FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE

FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE

Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If you routinely ask these questions, not only will it help you develop your investment acumen, you will be able to eliminate entire types of investment alternatives. FIXED VS […]

THE FINANCIAL TALES PHILOSOPHY: YOU ARE YOUR OWN FINANCIAL ADVISOR

YOU ARE RESPONSIBLE FOR YOUR MONEY While the buzz around the financial industry may have you believe that you have two options: You can act as your own advisor You can hire someone to act as your financial advisor That’s just not the case. You can’t delegate away all of your responsibility. Either way, you […]

HOW I FEEL ABOUT TODAY: THE SOFT LAUNCH OF “FINANCIAL TALES”

HOW I FEEL ABOUT TODAY: THE SOFT LAUNCH OF “FINANCIAL TALES”

Today marks the first day my book, Financial Tales, is available for all to read. How does it feel?  It feels as though my fifth child was just born. I have all the same emotions of hope, pride and grand expectations one associates with becoming a father.  You hope they turn out to do good, […]

THE NEED FOR PERSONAL FINANCIAL RESPONSIBILITY: A BASIC TALE

There’s a motto that conveys the core concept of our financial responsibility. This motto was prominently displayed on a plaque on President Harry Truman’s desk while he occupied the White House. It read “the buck stops here.” The motto or saying derives from the slang expression “pass the buck” which means passing the responsibility on to someone […]

A CHALLENGING TALE: “THE WEALTH CHALLENGE”

We learned in A Cyclical Tale the 4 stages of the successful wealth cycle and we learned in A Wealthy Tale the definition of wealthy.  This tale focuses on applying what we’ve learned by giving you what I call the wealth challenge. The wealth challenge is easy.  I describe a situation for a typical investor and you have to […]

HOW TO DEAL WITH HIGH INFLATION: A PURCHASING POWER TALE

HOW TO DEAL WITH HIGH INFLATION: A PURCHASING POWER TALE

Ideally, this tale should be read after An Inflationary Tale since combined the two explain concepts essential to every investor regardless of sophistication or investment objective.  In An Inflationary Tale we learned basic concepts about the cost of not investing money, the types of investors that benefit or are harmed from inflation and some basic principles about purchasing power and the relationship it […]

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