Summer Is Here!

Can you believe it?  The 4th of July is upon us.  I love the fireworks, the barbecues, family and friends gathering and just enjoying each other.  We have been through some difficult times lately, and we have many problems to solve – it won’t be easy, but we have to work at it.  We have to really listen to each other, respect each other, and learn to compromise.  Even with all her imperfections, the good ole USA is a great country; and it is time to celebrate what we have and where we live. Summer Investing If It’s On The Internet, It Must Be True […] Read more »

7 Deadly Investor Traps

7 Deadly Investor traps

Click to view this slideshow “7 Deadly Investor Traps” on Slide Share Was this helpful? Can I help you think through any other issues about your retirement? Please feel free to call me, Gene Offredi, CFP, RFC at 203.453.1017 or visit our website at Summit Investor Coach, LLC.   Read more »

The Best Advice I Ever Got

What happens when you ask 21 luminaries from all walks – finance, law, tech, the military, and beyond – for the one piece of advice that got them to where they are today? Mindy Grossman CEO of HSN When I was at Nike, I was bemoaning the fact that somebody on my team wasn’t performing – and I was trying to get him to perform better. Finally, Phil Knight (Nike co-founder and chairman) said to me, “Mindy, what you really have to focus on is not trying to make ordinary people extraordinary. You need to hire extraordinary people.” In today’s world, talent is so critical […] Read more »

The Top Ten Money Excuses

Jim Parker Outside the Flags Vice President Human beings have an astounding facility for self-deception when it comes to our own money. We tend to rationalize our own fears. So instead of just recognizing how we feel and reflecting on the thoughts that creates, we cut out the middle man and construct the façade of a logical-sounding argument over a vague feeling. These arguments are often elaborate, short-term excuses that we use to justify behavior that runs counter to our own long-term interests. Here are ten of these excuses: 1) “I just want to wait till things become clearer.” It’s understandable to feel unnerved by […] Read more »

The Best of Our Best Advice

We went through our archives for nearly a decade of collected wisdom that still holds up. Warren Buffet Chairman and CEO of Berkshire Hathaway I had two mentors: my dad, Howard Buffett, and Ben Graham. Here were these two guys who I revered and who over the years gave me tons of good advice. But when I think about what they said to me, the truth is, the first thing that comes to mind is bad advice. I was not quite 21 when this happened, in 1951, and just getting out of business school at Columbia. I had just taken Ben’s class there — and […] Read more »