Those who have lived a long time have done a lot, seen a lot — and can teach us a lot. And that’s certainly true when it comes to investing. Consider some of the lessons you might learn from experienced investors: Regulate your emotions. In the investment world, there’s always something […]
Author: Mitchell Shields, CFP, CLU
Is Your Portfolio Healthy?
If you can exercise regularly, you’ll help yourself feel better, control your weight and even reduce the chances of developing certain diseases. But why not extend the concept of “fitness” to other areas of your life — such as your investment portfolio? And to help maintain a healthy portfolio, you can […]
How Can You Prepare for the ‘New Retirement?’
A generation or so ago, people didn’t just retire from work — many of them also withdrew from a whole range of social and community activities. But now, it’s different. The large Baby Boom cohort, and no doubt future ones, are seeking an active lifestyle and continued involvement in their […]
Know Your Risk Tolerance at Different Stages of Life
As an investor, you’ll always need to deal with risk of some kind. But how can you manage the risk that’s been made clear by the recent volatility in the financial markets? The answer to this question may depend on where you are in life. Let’s look at some different […]
Socially Responsible Investing And Your Portfolio
If you’re concerned about social and ethical issues, why not speak out with your investment portfolio? Through socially responsible investing, your portfolio can reflect your values. As an investor, you can support businesses that are doing their part to make the world a better place. Socially responsible investing — also known […]
Can You Improve Your Relationship with Money?
In your life, you will have all sorts of relationships — with your family, your friends, your co-workers, and even with civic groups and charitable organizations you support. But have you ever considered another key relationship — the one you have with money? Of course, this type of relationship has […]