Dollar Cost Averaging

If fear of the market keeps you up at night, one of the best and most effective ways to take advantage of any market event, good or bad, is to consider using an investment strategy called dollar cost averaging. You can automate this method to force you to invest on a regular basis regardless of… Read More

Diversification – Creating a Balanced Investment Portfolio

On method to alleviate your fear of the market is to do your homework on “the market”. Not all assets behave in the same manner at the same time. Some go up when others go down. By building a portfolio that takes this into consideration, you spread your risk across all areas of the market…. Read More

Creating a Board of Advisors – The First Meeting

Part 6 of 6

This is the sixth & final in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.  Ready, set go!  Everyone arrived on time and we had a great dinner at my home.  The caterers made life… Read More

High-Frequency Trading: Unsafe at Any Speed?

You may have heard news reports recently about the controversy on Wall Street over high-frequency trading. Though the practice isn’t new, it has received fresh attention in recent months as multiple regulatory agencies have launched investigations of high-frequency trading (HFT) and HFT firms. The U.S. Department of Justice, the Securities and Exchange Commission, the Commodity… Read More

Creating a Board of Advisors – Preparing for the First Meeting

Part 5 of 6

This is the fifth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.  I knew that if I expected my Board to be prepared, I had to be prepared.   I set a date for getting… Read More

Creating a Board of Advisors – The Interviews

Part 4 of 6

This is the fourth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here. With my skills sets in hand, my Aileron consultant began sending me resumes for potential candidates. I was getting more excited, and… Read More

Creating a Board of Advisors – Choosing the Skill Set of Your Board

Part 3 of 6

This is the third in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.    Getting clear on what skill sets I was looking for on my Board was one of my most important decisions.  Writing… Read More

How do I Price my Goods & Services?!

What is the role of product or service cost in the conversation about price?  The truth is cost has little or nothing to do with sales price.  The marketplace, that place of competition between buyers and sellers, sets price.  The price you can obtain for your product or service is based on perceived value.  CEOs… Read More

Delaying IRA Contributions Can Be Costly

Make your 2014 investment now, not next April, to boost your nest egg and trim taxes

reposted from The Wall Street Journalby: Jonnelle Marte   It’s a new year. And that means it’s time for investors to do what they could have done last year—but didn’t.   Namely: make contributions to their 2013 individual retirement accounts. Indeed, an analysis of traditional and Roth IRA contributions made by Vanguard Group customers for… Read More

Procrastination Doesn’t Pay

The Little Things Add Up

At any age, saving for retirement is and should be a very high priority.  The concept is easy; start early, save as much as you realistically can, and put your money into a diversified portfolio, is and always has been critical to being prosperous in retirement.  One aspect that is often overlooked is the timing… Read More