financial planning strategies -

What Does a Margin of Safety Mean for My Investments?

by David

Wise investment advisors often talk about having a margin of safety as part of their financial strategy. But what exactly does that mean? It’s a difficult concept to explain. However, by doing your due diligence before making investment decisions you can have some assurance of safety if the future brings an unpleasant surprise. For those … Read more

Set Yourself Up for Financial Success not Failure

by Jim

During my working career I’ve seen important people come and go and sometimes wondered why well intentioned professionals were axed. In most cases, people were shown the door because they didn’t meet expectations placed upon them. What I didn’t realize until after the fact was that sometimes the expectations were unrealistic and simply used to … Read more