August 2014

financial-spreadsheet

A Spreadsheet is Not a Financial Plan

Leave a Comment / Financial Plans /

Our industry spends a lot of time producing spreadsheets and other numerical financial reports that are presented in a very somber manner. It is almost as if the numbers are some sort of religious text filled with great meaning. I understand the numbers are important, but the spreadsheet approach to producing them ignores the real world. The next time someone in financial services presents you with a spreadsheet, listen to the words they use when showing you the numbers.

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wall-stree-sign

The Keys to Financial Success

Leave a Comment / Financial Plans, Financial Security /

30 years ago, when I started out as a broker, I thought the key to financial security was investing well and getting a big rate of return. After all, I read many of the pundits telling me that I need to invest well. Growth Stocks, Commodities, Real Estate, etc. were the road to great wealth and financial security. Over the years, I have come to realize that Wall Street wants our focus there so that we won’t see what is really happening.

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