One of the hallmarks of successful investors is research. People like Warren Buffett and Bill Gates read a book a week. But, doing the nitty-gritty research is not everybody’s bailiwick. It is ours. We’re lifetime students, of everything from soup to nuts: wealth, investing, financial planning, tax…and using one’s financial resources to live well…psychology, history, science, religion…and on and on.

With our Blog we’ll provide you with the short notes. Here’s an easy way for you to stay informed with short, easy to read notes on everything financial…spiced with other thoughts.

Here’s your easy way to skip to the front of the class and be certain that you’re not missing out on the information that will help you “get there”.


 

Portfolio management

Portfolio Diversification

The only free lunch

  Posted on April 24, 2025

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Long-term investment planning

What are Financial Planning Services?

We can help you get there

  Posted on April 8, 2025

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John Templeton

Is it different this time?

The four most dangerous words for investors are “this time it’s different”

  Posted on March 31, 2025

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financial planning

Financial Planning

The map that gets you there

  Posted on March 14, 2025

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AI and humans

The Future of Investing is Hybrid

AI and Portfolio Managers working together

  Posted on February 21, 2025

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wealth and health

Pioneers of Wealth and Health

Freedom, adventure, fulfillment

  Posted on February 1, 2025

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Professionally Managed Money

Professionally Managed Money

You can’t beat it, for financial security and financial peace of mind

  Posted on January 14, 2025

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avoid the risk of losing money

Risk is a Four Letter Word

It needs to be avoided, and managed

  Posted on December 19, 2024

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purchasing power

Investing…for Purchasing Power

The financial key to living richly

  Posted on November 8, 2024

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Wealth & Well-being. Be Truly Rich.

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