How I used to sabotage my portfolio

I spend a lot of time on My Own Advisor sharing what’s working in my financial plan and how incremental money management changes are moving us towards financial freedom every month. As part of our plan we make monthly savings automatic, we…
10 Saving and Investing Truths

To quote the late Dr. W. Edwards Deming, a world famous author and quality management guru: “If you can’t describe what you are doing as a process, you don’t know what you are doing.” In my work, Dr. Deming’s wisdom…
Seven Smart Investing Principles for Everyone

Last fall, I obtained a copy of this document from PWL Capital entitled Seven Principles of Smart Investing.  After reading this through this white paper I reflected upon how we’re applying these principles. 1. Ignore ‘hot’ investment tips We do. …