Category Archives: Demographics

One Conversation Changed My Investment Philosophy Forever

Hopefully, like me, you’ve got one foot out the door on the way to Memorial Day festivities. Knowing that’s the case, I don’t want to be the person who ruins your weekend especially with all the pessimism that’s running rampant on the Internet and in the headlines.

Instead, what I want to do is share some of the most valuable investment advice I ever received.

Just thinking about what a difference it’s made in my life is putting a smile on my face as I write. That’s because I’m optimistic that it will have the same impact in yours.

Today’s column will contain some of the most valuable investing advice you’ll ever read.

Posted in: Demographics |

How to Handle a Problem Most Investors Would Love to Have

I received an important question last week from Margaret who, at 81-years young, has a problem most members of the Total Wealth Family would love to have.

No, scratch that… a problem I am going to do my very best to make sure you have.

Here’s what you need to know.

Posted in: Demographics, Unstoppable Trends |