Mar 31, 2020
Once you’ve decided on your investment strategy, how do you know if you are successful? In this podcast, Kamal and Tracy discuss how to develop the metrics and processes that will measure success, on YOUR terms. Knowing in advance how you will oversee your on-going strategy as well as manage the ups and downs allows...
Mar 17, 2020
We all make mistakes. Very few of these errors are irrevocable or fatal. But almost all are avoidable. Kamal and Tracy talk about the most common investment missteps that we all can make. Strong emotions like fear or impatience, can lead to reactive and counter-productive decisions like taking on too much or not...
Mar 3, 2020
The key to developing a powerful investment strategy is knowing where you want to go. Kamal and Tracy teach us how to determine our financial objectives by looking at three key factors: What are my top three money goals? How much does each one cost and what is the timeline? Once you have these defined you are ready and...