The Dragon And The Big Bang Theory

posted on October 1st 2015 in Austin CFP Team Posts & Market Commentary with 0 Comments

This brief two-part summary covers two areas of interest: China and investor behavior. The first is China, which is on every investor’s mind, and explains how to invest there while avoiding most of the problems you’re hearing about. The second is a personal essay on having a successful investing mindset from a Hollywood executive producer, […]

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3 Important Investment Mistakes to Avoid in 2015 and Beyond by Morgan Smith

posted on May 29th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Mistake #1: Diversifying by Hiring Multiple Financial Firms   Many investors want their investments diversified. This is a good thing for those who want to reduce many of the risks associated with investing, but the mistaken perception of what diversification actually means causes investors to have some strange ideas.One of the things I’ve heard people […]

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