Women and Wealth: The Gender Gap

April 17th, 2014


The blog describes the speech by Kathleen Gurney, PhD

Living Fulfilled Is Letting Go of Fear

September 13th, 2011

As the ominous day of the 10th anniversary of 9-11 passes, many in the world are sensing a great weight lifted from the shoulders and spirit. (more…)

Money Talk for Couples: Some Guidelines for Compatibility vs. Conflict

September 7th, 2011

I’ve recently had conversations with three very different couples – different backgrounds, different ages, different cultures – but they shared a commonality in financial incompatibility.   (more…)

How “Threat Sensitive” Are You to These Market Conditions?

August 18th, 2011

The current markets are nervous, full of uncertainty and highly reactive to any news – positive and negative. Investors are confused by the daily fluctuations and are challenged to maintain a sense of calm and control. (more…)

Successful Wealth Accumulation Depends on Maintaining A Steady Course

October 27th, 2010

Panic and our inability to manage it can be a costly consequence of our inability to manage our financial behavior. Too often we want to rid ourselves of an uncomfortable feeling and make an impulsive action that we haven’t thought through. No one likes to lose money especially if they initiated the action that triggered the loss. (more…)

Do Your Reflexes Pay Off for You?

September 14th, 2010

We all know that habits are hard to break – before we know it, we are doing the same thing that we’ve been trying to change. It might be spending less when we go food shopping, keeping up with our investments, and so many other scenarios that are true for most of us. In all of my years working with clients in helping them to alter these habits which may get them into trouble over time, it’s not focusing on the habit that helps them make positive changes. It’s actually just the opposite: figure out the more productive and satisfying habit that you want to enforce. So, instead of going shopping without a plan or list, make sure you have something concrete to follow or instead of free-floating throughout the year unaware of how your investments are performing, make a plan to get 6-month updates that you actually review. (more…)

Why The Affluent Are Pessimistic about The Economy: Unrealistic Expectations, Entitled or Both?

September 9th, 2010

CNBC Squawk on The Street reported the latest findings from the Ipsos Affluent Survey today – apparently the affluent are not happy with the economy. Their greatest concerns are the number of unemployed dragging on the economy and the debt in the US with little faith in the government to make any positive improvements. They are looking for efficiency rather than higher taxes as the answer to the dilemma. As a result of their pessimistic outlook, they have tightened their spending compared to previous years. That said, those earning over $250,000 are still planning to take a vacation out of the country (54%), buy or lease a car (32%) and perhaps take a cruise (20%). (more…)

Investors’ Flight from The market May Indeed Be A Rational Defense

August 23rd, 2010

Some experts are calling the recent mass exodus of small investors from the market an irrational reaction to unfound risk; others are hypothesizing that small investors need cash and their home values no longer support equity loans to survive so they are using their 401k investments to pay bills. (more…)

Will Self-Interest and Social Interest Prevail on Wall Street?

March 21st, 2010

I ALWAYS enjoy Fareed Zakaria’s show, GPS, and watch or tape it every Sunday. It never disappoints and certainly didn’t today. One of the guests, Michael Lewis, has written about Wall Street for the past two decades making notoriety with his first book, Liar’s Poker, about the bond scandal which he predicted would bring down “The Street”. He was admittedly wrong then and has hope that the new regulatory movement and measures will protect consumers from themselves. (more…)

Making Cents of Behavioral Economics: It’s Up to You

March 8th, 2010

In an article in today’s Wall Street Journal, “Economic Policy ‘Nudge Gives Way to Shove’ it again became apparent that economic pain is relevant only on an individual basis. The Obama administration naively thought that institutions would feel consumer pain and alter their policies and practices so that the individual consumer would be able to make suitable and rational financial decisions. If only consumers could benefit from what they proposed to be “plain vanilla offerings” they would not be victims of institutional lack of transparency and self-serving products and policies. To that end, they thought public shame and exposure of these self-serving practices would alter the institutions’ behavior and they would adopt the administration’s suggestion of “plain vanilla” offerings. Ah, such naïveté. (more…)

Moneymax Couples Report
Couples Report
Moneymax Couple Report

  • Increase compatibility in managing your money with your partner
  • Helps you to break through barriers and differences
  • Insure couple satisfaction in your money management and investing
  • Make smart money decisions together so you can make the best use of your money
Moneymax Book
Moneymax Book
Moneymax Book

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