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Archive for April, 2009

Doubling Down

I have an old friend that loves to gamble. His game is blackjack and he actually win’s quite often. He was a math and physics whiz in college and believes he has the advantage in any casino he enters. That said, he does have one particular old habit that causes him to lose and lose [...]

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As I was asking a new client to describe her earliest memory around money, she started recalling how her parents dealt with money. She remembered how often they disagreed about managing their money, how often she remembers hearing her Dad say how “you kids are going to drive us into the poor house”. She grew [...]

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Stay Vigilant

With the stock market finally showing us some love after a brutal 8-9 months of wild rollercoaster rides, it’s easy to slip into old habits and trick yourself into thinking the good old days are around the corner. As President Obama said today, there are glimmers of hope that the economy may be turning a [...]

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With the recent stock market rally, it seems that people are starting to come out of hiding, or maybe out of shock is a better word, and assess the financial damage to their personal finances. I’ve noticed a steady increase in calls and emails from potential clients regarding financial planning. Most people have one thing [...]

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Addicted to Debt

The New York Times has an article today on The Economy’s Green Shoots; Real or Imagined.
Here’s an excerpt from the article written by Charles Lewis, a former investment banker:
“I am more optimistic than many observers because I’ve witnessed much worse economic conditions and seen us recover from them quite nicely. We are not being bombarded [...]

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