In Transit…

2020 Financial Vision

Where do you want to be at the end of 2020, or three years from now, or five years from now? One of the basic needs that we desire for making good decisions is clarity. Until my mid-forties, I had 20/20 vision. Today, clarity comes with the help of my glasses. Sometimes we need a professional to help with clarity in other matters of life. When it comes to making decisions about investing for the future, clarity is a challenge. Just read my article from December. Multiple money managers were recommending that we prepare for single digit returns in 2020 and that volatility could be significant. That could still be

Social Media In Balance

It’s January and your New Year’s Resolution is to give up social media entirely. You spend one day feeling virtuous, then a few more days feeling anxious as you wonder what you’re missing out on. By the end of the first week, you’ve caved, reinstalled all the apps on your phone, and spent hours binging on Facebook and Instagram. Spending too much time on social media isn’t healthy, but you don’t have to give it up entirely. If you’re worried that your virtual life has overtaken your real life, try going on a social media diet instead. When you go on a food diet to lose weight, you don’t stop

Money Matters | As 2019 Closes & 2020 Begins

What to Expect? You Need to Know! We have just experienced one of the best years of investment performance, and that is both good and bad. It is good if you benefited from the performance, but it can be bad if you don’t face the reality of what 2020 and the future can bring. How many times have you heard that past performance does not indicate future performance? I don’t want to throw cold water on your parade, but there are clouds on the horizon that we should pay attention to. In our firm, we often consult with a financial analyst who communicates with multiple money managers each week to

Creating a Social Community

There’s a common misperception that Twitter is nothing but a cesspool of hate, celebrity worship, and advertising. While all those things do exist to some extent, wonderful special interest communities also thrive on the platform. One example is the writing community. Made up of both aspiring and successful authors, this group uses the hashtag #writingcommunity to connect with one another. Writers ask for advice about their current projects and writing careers in general, promote their latest work, and sometimes just chat. Members frequently do something called a #writerslift, where new writers with not many followers describe their work, and other members of the community follow them. This lets people who

Robin Warren

Robin Warren

Robin Warren

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2020 Financial Vision

Social Media In Balance

Money Matters | As 2019 Closes & 2020 Begins

Creating a Social Community