The Investment Coach

George Kinder, financial planner, writer and trainer, is a pioneer in what began as a “life planning movement” in the financial planning community of the 1980s. Because financial advisers normally are not psychologists or credentialed therapists, “financial life planning” emerged as a more d…

Scottish journalist, author, and poet, Charles Mackay (1814-1889), is best known for his study of crowd psychology and his tome, “Extraordinary Popular Delusions and the Madness of Crowds,” published in 1841.His descriptions of “delusions, follies, and bubbles” illustrate once again French w…

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Lewis Walker walks you through how to calculate what your "retirement number" should be.

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Writers have pegged 2021 as a “year of transition.” A transition is triggered by an event, planned or unplanned. A planned transition might be marriage, career change, retirement. An unplanned transition may be a death, health crisis, career setback. An unplanned event, COVID-19, impacted us all, forcing our economy and many of us to transition toward some form of new normal.

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We live in a world of periodic crises, traumatic jolts like wars, terrorist attacks like 9/11, domestic turmoil, recessions and pandemics, which generally change behaviors of consumers, business owners and investors, while altering political cycles. We will see a range of challenges and oppo…

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In 2020, we learned, again that market timing doesn’t work. To be successful, you have to make two amazingly prescient decisions — when to get out and when to get back in.