Archive | April, 2016

Behavioral Finance: Home Country Bias

How does your home country bias relate to you as an investor?  Do you think it does at all? Find out in the behavioral finance video below from Franklin Templeton. Knowing how home country bias can influence you as an investor is an important Financial Strategy for Life!   International investing involves additional risks including risks associated […]

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Get $ Fit Challenge- April 2016

April is Financial Literacy Month! This month is dedicated to helping you understand important concepts in the financial industry and see the big picture! Seeing the big picture is a bit like playing Monopoly. Here’s why: You have this allotted amount of money that you need to invest wisely (in real life you invest in […]

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Due Diligence My industry is very regulated.  Perhaps you knew this?  I believe the securities industry is the most regulated industry in this country.  The things we are mandated to do in order to be compliant leave those not familiar with the securities industry simply shaking their heads.  Ultimately, these requirements should benefit the investor […]

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