Review Your Relationship with Money
Recently, I have had a great experience in reading a book called The Energy of Money by Maria Nemeth. I would thoroughly recommend this book to any person who is interested in better understanding their relationship to money. After all, this is what I have been advocating very strongly in my past few blogs. To […]
Financial Education in Turbulent Times
My last couple of blogs have really hit on the issue of financial education to develop greater financial capability for the consumer. Why am I harping on it more? Yes, it is my passion and the core of why Financial DNA was developed. However, the need is now “red hot” with the financial markets in […]
Knowing Self Increases Financial Capability
Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your financial success, and overall quality life. To take more personal responsibility means increasing your financial capability. I believe there is an obligation on yourself to get the right financial education and […]
Birth Order and Behavior
One of the questions I am often asked is does birth order influence your behavioral style? Well, based on the research we have performed, birth order does not influence your natural behavior. When I say natural behavior, I mean the core “hard-wired” behavior which is based on genetics and then shaped into you up to […]
Discover Your Investment EQ
The most common cause of low prices is pessimism It’s optimism that is the enemy of the rational buyer. – Warren Buffett Ask a group of investors to share the secret to successful investing, and youre likely to get many different quantitatively focused answers, ranging from, hold for the long-term, diversified asset allocation, quality research […]
Being or Doing
I am meeting and communicating with an increasing number of people who are searching for more meaning in their life. Or put another way discovering their life purpose. To be honest, a lot of what many people are doing is just searching. Life purpose discovery is difficult and in many ways a journey in its […]
Money Influences Leadership
In recent weeks I have been doing some leadership development consulting and coaching. The goal of this work has been mainly to help the leaders to build their emotional intelligence and then generally their self awareness of what is driving the decisions they are making. Typically, most leadership development work of this kind focuses on […]
Information Flows Drive Energy
Last night I was called by a family friend (for the sake of the innocent, Amy) who was being pushed by an advisor to make a major decision in regard to transferring her retirement savings account. Why was Amy asking me the question? Basically, she was feeling uncomfortable and very hesitant. And yet, Amy is […]
Balancing Life Return and Financial Return
The other day, I was having a philosophical discussion with one of our Wealth Mentors about the role of advisors in the life of a client. “Around the traps”, very often wisdom is brought up, or providing peace of mind, and of course, managing the performance of investments and overall financial stewardship. None of these […]
