Life Goals

How do you define investment success?

Too often we compare the performance of our portfolios with a benchmark, such as the S&P 500 Index. We may think: The S&P 500 was up 10% last year, so why was my portfolio only up 6%? The S&P 500 may seem like a reasonable performance benchmark. After all, it’s the most widely discussed proxy…

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You received an inheritance, now what?

Research shows the average inheritance is spent within five years. As an advisor at Verisail, I have seen both sides of the coin. Some of my clients have done a great job at continuing to live their lives as if the inheritance wasn’t even there. I have witnessed other clients unwisely spend a significant portion…

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Why Don’t We Take Better Care Of Ourselves?

This is an article written by a friend of mine, Ann-Marie Giglio. Ann-Marie owns Core Matters, a fitness studio in Roswell, GA. I love her approach to fitness and nutrition. When I read this article, I immediately thought of the parallels between this and our finances. Often times, the barriers to making progress in our…

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I am saving for a trip to Mars

Elon Musk, founder of Tesla, estimates it would cost around $200,000 to travel to Mars. The privatization of space travel means that this could become a reality. On March 30, his space exploration company, SpaceX made a breakthrough when it successfully launched and landed the first ever reusable orbital rocket, the Falcon 9. Refurbishing and re-launching…

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Retirees Have Less Satisfaction in Retirement

I thought this USA Today article was interesting.  It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things.  Money isn’t everything, but retirees with more money reported having more satisfaction in…

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The advisor who is talking is not a great advisor

Listening is one of the most important aspects of our job. We can not help our clients accomplish their goals if we don’t listen well enough to hear them. Furthermore, each client is different so we must listen with fresh ears rather than with a preconceived idea of what their priorities are or should be.…

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Don’t Stop Dreaming

When you were young, did you ever dream of being a mermaid?  Or perhaps, it was being a ninja?  Check out these vacation ideas that  can turn your childhood dreams into a reality! http://www.foxnews.com/travel/2017/04/05/vacation-ideas-for-turning-6-childhood-dreams-into-reality.html

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