Beyond Your Finances, PDS News
Imposter Syndrome – Debunked Being a trusted advisor to our clients, I must admit from time to time I suffer from Imposter Syndrome, summarized as a condition that leads one to fear their success is a result of luck, in turn deceiving others into thinking they are more intelligent than they perceive themselves to be.…
Beyond Your Finances, Market Commentary
Good News, New Opportunities and Things We Can Control It is completely understandable to fear uncertainty. Like most crises (9/11, housing recession, etc.) this coronavirus crisis comes with a lot of uncertainty causing us to feel anxious, overwhelmed, and confused about how to handle our money. The COVID-19 pandemic adds the additional unusual aspect of…
As I get used to the new (temporary) normal, working from home each day, I’ve had the morning news shows running in the background and find myself each day stopping my work during the segment where they have a doctor on who is answering write-in questions from viewers. I’m paying attention because in many…
“The Opposite of Spoiled” by Ron Lieber, best-selling author and “Your Money” columnist for The New York Times since 2008. Premise: Helping parents have conversations with their children about money Money. It’s one of the most talked about, and certainly most thought about topics on the planet. It is the means by which we…
I was raised in a working, lower-middle class home raised by my aunt and uncle. My uncle retired as a painter from the Defense Construction Supply Center (DCSC) and my aunt was a stay-at-home domestic goddess. As a youngster growing up, I wasn’t aware that we didn’t have much. That notion was lost on me…
One of my favorite things to do when I get a quiet moment, is to sit with a cold beer and read my Forbes. Recently, the cover story was about yet another millennial who is going to change the world. Only this time, it is my professional world. The recent rage is that you…
Let’s back up. The question you should be asking yourself is “Why would I hire a financial advisor?” Nearly every prospective client that comes into our office hears the same thing – “You are capable of doing most of the things we are about to discuss. You should know that before you consider hiring us.”…
Originally published July 10, 2014 “Help me…help you.” Jerry Maguire used that line when trying to convince Rod Tidwell that he was the best sports agent for him in the famous 1996 movie. His point was “I’m not like the rest of the agents out there; I care about my clients.” As a Registered Investment…
