by Joe Clark | Jul 20, 2020 | Investments
Checklists are marvelous tools for getting things done. They are also my favorite mechanism for making decisions. Facing a project that requires a commitment to time and usually money are things most of us would rather ignore especially if not on a deadline. Once the...
by Joe Clark | Jun 19, 2020 | Investments
Batching is a concept that is very powerful in getting things done. The strategy involves doing similar type functions – reading, writing, yard work, etc. – bundled together. This invokes the power of momentum. Productivity is improved. Batching, however,...
by Joe Clark | Jun 11, 2020 | Investments
International investing has the potential reward of diversification, but it is coupled with additional risks. Over the last decade, the foreign market underperformed, while the U.S. market was strong. The tide may be turning. Proceed with caution, however. There are...
by Joe Clark | Jun 4, 2020 | Blog, Investments, Life Happens
There are things in your life that are permanent and others that change over time. Benjamin Franklin argued that “Some people die at 25 and aren’t buried until 75.” Meaning they are just waiting for their body to catch up. He argued that we establish beliefs early in...
by Joe Clark | May 22, 2020 | Investments
Transparency should be an objective for every investment account. Knowing what you own and what fees and expenses you are paying is a critical part of portfolio management. Developing a diversified portfolio is difficult when you don’t know or understand what...
by Joe Clark | May 14, 2020 | Investments, Life Happens, Your Life After Work
“New York City was not prepared for the destruction that occurred September 11th, 2001.” Mayor Giuliani surprised our audience at the World Business Forum with those seemingly harsh words. The recovery in New York was nothing short of spectacularly inspiring. The city...
