How I used to sabotage my portfolio

How I used to sabotage my portfolio Some recent reader questions prompted me to update this post – let’s go! Dedicated readers of this site will know I spend a lot of time writing about what’s working in my financial…
5 signs you’re a financial disaster

Managing money is simple but it doesn’t mean it’s easy.  I’ve been guilty of some of these things in the past.  I wasn’t off the rails but close enough to take initiative to get my financial act together.  Here are…

As part of my weekend reading recently, I found this article by Gail Vaz-Oxlade about 9 money mistakes.  I thought I would take Gail’s quiz and here are my results. Carrying a balance on credit cards or on a line…
Share your big fat investing mistakes

I’ve written this before on my site but it’s worth repeating:  you usually don’t succeed in life without falling down flat on your face a few times.  I recall Winston Churchill coined this phrase: “Success consists of going from failure…
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. …