You likely have problems you don’t know you have.
Numbers are power, especially when it comes to knowing your numbers.
Great success has its own set of challenges. Don’t ignore them.
- Numbers are power, especially when it comes to knowing your numbers.
- “We buy low and sell high – the mantra of successful investing – by portfolio rebalancing.” David Darst
- Very rarely do clients have a thorough plan when it comes to protecting themselves, their businesses and families – but they almost always think they do.
- You likely have problems you don’t know you have.
- “One of the most fundamental elements of asset allocation is diversification…this is one of the most overused and least understood words in all of investing. True diversification involves having several distinct kinds of asset classes that perform differently from each other in different kinds of financial environments.” David Darst
- In finance, as in healthcare, an ounce of prevention is worth a pound of cure.
- Ignorance is bliss until the precise moment there is a serious problem.
- If you had a serious medical emergency – given the importance of getting it right the first time – would you get a second opinion? The same applies to planning for your future.
- Put your financial roadmap down on paper, to see if it will take you where you want to go.
- Some things are inevitable. The consequences are not.
- Great success has its own set of challenges. Don’t ignore them.
- Your health and your time are your two greatest assets. Protect them.
- “Compound interest is the most powerful force in the universe.” Albert Einstein
- An epiphany now is always better than an epiphany later.
- Look to the future. You’ve going to live the rest of your life there.
- Prepare to say “This is the best thing I’ve ever done”
- Insurance is the world’s most misunderstood product.
- Compared to the cost of having none, insurance is practically free.
- Insurance will benefit you just as much now as it will your family later.
- Be protected from the serious consequences of inevitable events.
- Insurance is not just about later. It is also about now.
- Why worry about events beyond your control when peace-of-mind is practically free?