Wealth Health BlogThoughts on all things Wealth Health - especially Planning, Investing and Protecting Your Personal Finances
We all succumb, at least in part, to the delusion that we are in control, self-directed and independent. The delusion of control is especially prevalent in investment management but permeates all aspects of personal finance.
We look at ways you can be more productive in everything, the downgrade that Vanguard just gave the stock market and an introspective piece about the need to resist the manipulative power of the narrative.
“Ignore your teeth and they’ll go away.” ~ Unknown
The same thing goes with your money. But if you’re going to pay attention (to anything), some methods or strategies work better than others. This week’s articles feature principles from Warren Buffet, Bill Gates as well as Elite Athletes. We also look at one thing you probably do that is robbing you of what’s most important in human existence.
When it comes to your money, paying attention to the details is critical. Income goes up. Debt goes down. Money conversations are easier. But how to keep the experience positive and limited to a manageable number? These articles can help including Ray Dalio’s ultra-mini video series on Principles | Strategies for Raising Money-Happy Kids | The Money-Spending key to Being Happy and another view of Modern Monetary Theory (MMT).
5 Articles to help you understand potential threats to your cash flow, investments and business including an interview with the CEO of BaseCamp | Heleo’s latest blog about “Invisible Rules” | A deep dive into “Modern Monetary Theory” and it’s threat to the world economy.
Three great reads which loosely explore “not knowing what you don’t know.” It starts with my latest blog, “The Problems with Passive Investing” | The New Yorker explores “The Art of Decision-Making” | “400 Free Ivy League Courses” you can take online.
The Problem with Passive Investment Management is that historical data used to support Passive Investment Management vs Active covers a much longer period than most investors have. Passive may not be best for you if you have less than 25 years before retirement.
Three great reads this week including “Is Sunscreen the New Margarine (Bad for You)?” | “Painless Financial Advice” for money avoiders | How one CEO creates “Joy in the Workplace.”
Wealth Health is where Planning, Finances, Personal Development and Psychology come together. It’s about taking control over your responses to the things you can’t control (like the stock market) while doing things that create a richer and more fulling life.
The end result will always be more Joy & Happiness.
Happy New Year and Best Wishes for your Best Year EVER in 2019! We’ve pulled together a couple of awesome articles for you to start off your year in the Wealth Healthy way and make better use of all your precious resources: Time, Money & Energy.
I was originally trained as an investor by my grandfather. I fine-tuned my investment management style over the next 30 years based on value principles found in textbooks and espoused by greats like Warren Buffet. Here’s the theory…
The Legal Stuff:
ALTUS Wealth Solutions is a Virtual Registered Investment Advisor firm, registered with the State of California and created in late 2007 (proof that market timing is not our specialty – then again, nobody can time the market). ALTUS Wealth Solutions is NOT affiliated with any broker or dealer. We provide financial planning and investment management services for a fee, are not paid to make any specific recommendations and do disclose any and all conflicts of interest with the advice that we give.
John Buerger is the founder, owner, Chief Investment Officer, financial planner … and currently everything else in a one-person Registered Investment Advisor firm. The advantage is you get to work with the person actually making the investment decisions, not a salesperson serving up ideas from someone else in New York who doesn’t even know you. John is a CERTIFIED FINANCIAL PLANNER™ professional with a BA in Economics from Middlebury College and a Masters of Science in Financial Services (MSFS) from the American College in Bryn Mawr, PA.
John adheres to the fiduciary standard of care, makes every attempt to do whatever is in the clients’ best interest and put those interests ahead of his own.