The Investment Coach
  • Updated

Jan. 1, 2010. Where were you? What were you doing? Fast forward 10 short years and here you are. January 2020, the first month of a new year and new decade. What have you learned from the past? What will you take into your future? What will the world at large look like? What will your person…

THE INVESTMENT COACH

Those born between 1970 and 1979 range in age from 41 to 50, a time when one is making critical decisions about security, family, career, funding for multiple demands, while thinking about concepts of financial independence and ultimate “retirement,” whatever that is. Approaching the milesto…

THE INVESTMENT COACH

During his Aug. 18, 1988, Republican National Convention acceptance speech, George H.W. Bush pledged before a cheering throng, “Read my lips, no new taxes!” Portraying his opponent Michael Dukakis as a “tax and spend liberal,” his infamous assurance may have helped him to win the election. H…

THE INVESTMENT COACH

It started with the Babylonians, the idea of new year’s resolutions. With a 10-month calendar, March heralded their new year, kicked off with a festival to honor their gods and curry favor in hopes of good crops. When Roman emperor Julius Caesar introduced the 12-month Julian calendar, movin…

THE INVESTMENT COACH

December’s end is a time of preparation and “finishing up,” closing out 2019, looking to 2020. The word “December” stems from the Latin “decem,” meaning “ten.” The ancient Roman calendar only had 10 months, beginning with March. December, the 10th month, was the last month of the year. 

THE INVESTMENT COACH

The sample size of the survey, 2000 Britons, was small, yet the conclusions offer interesting points for discussion. Commissioned by a British theater chain, over half of the adults queried indicated they felt life was “least fun” around age 45. As one gets older it is harder to enjoy life a…