By: Laura Walton AFC® A December 2019 graduate of our 3rd Decade™ program wrote an opinion piece on her experience in the program. It appeared on Thrive Global, a website founded by Arianna Huffington to “help individuals, companies and communities improve their well-being and performance and unlock their greatest potential”. It’s a fun piece – read…
By: Laura Walton AFC® A graduate of the 3rd Decade™ Program sent me a link to an article he’d come across online: “It reiterates and reaffirms what TCI preached in class about holding onto investments even though the market can be risky because it will still outperform…in the long term. If you could share it with…
By: Laura Walton AFC® Just about a year ago I blogged about the importance of re-balancing your portfolio and gave a ‘how to’ example. This year I’ve added a column for 2018 returns – what a difference a year makes! You should re-balance your portfolio at least once a year, more often if you’re so…
Thrive Global By Catherine Bartlett | There is an economic downturn projected for 2019. This recession follows years of a bull market but here’s a secret I learned: for Millennials, this dip doesn’t matter. After taking a Financial Literacy course, I realize it’s the long game that’s crucial for my retirement and assets.
By: Laura Walton AFC® You probably didn’t need me to tell you that – it’s all over the news. Even though logic dictates that what goes up must come down, the drops get our attention. And, despite the fact that it’s these very movements, these risks that create the market and the rewards we seeks…
By: Laura Walton AFC® I am fortunate to have a circle of happy, successful friends, many of whom I hike with on a regular basis. Hiking is great exercise but also an opportunity for great conversation. With 2019 approaching, one conversation turned to making goals and a friend shared the exercise she works through at…