Recently, my youngest daughter and I attended a casual end-of-the-season celebration for her middle-school tennis team. The two coaches each took a moment to say a few words about the players. When the coach called my daughter’s name, she happily bounced out of her chair and briskly walked to the front of the room. As [...]
Managing Money is for the Birds by Steve Sanduski
I have a hanging-style bird feeder just outside one of my home windows. It’s so close that I can practically tell the color of the birds’ eyes. One thing that I find rather fascinating about these creatures is their “peck to protect” ratio. It seems that for every one time they peck for a seed, [...]
The New Twitter, how do I use the New Twitter video and pictures, and tweets posted by Sean Browne
After weeks of waiting, it seems that most Twitter users now have access to “,” the shiny and altogether different interface the company announced back in September. We’re trying to confirm with Twitter (Twitter) staff that the company is indeed wrapping up the rollout of New Twitter soon. If you don’t have the new interface [...]
Going Deep by Steve Sanduski
One of the pleasures of being an author is to do book signings and chat with the folks who take an interest in what you are writing. Every once in a while, though, you come in contact with someone who just makes you shake your head and ask, “What was that all about?” That happened [...]
The Best Investment You Can Ever Make Is… By Steve Sanduski CFP
At a recent broker dealer conference, a PEAK client came up to me and shared a story. He said that a couple years earlier, he was in a partnership with another advisor and it was just not working out. He was very frustrated but being the junior partner, he had little control over the situation. [...]
Top 100 Financial Blogs commentary by Wade Dokken
Top 100+ Personal Finance Blogs These are terrific and are largely focused upon personal finance. Wisebread used Alexa and Technorati. WealthVest will be launching a proprietary list later this year and we’d love your feedback. A focus on the American Retirement Crisis and the need for personal Private Pensions, utilizing index annuities, [...]
The Habits of Top Achievers Part III by Ron Carson
Here’s part III of what separates the top achievers from the average achievers. Click here for Part I and here for Part II. 11. They are great communicators. Ronald Regan was a master communicator and storyteller who connected with his audience. Whether you liked his politics or not, he was able to articulate his message and [...]
A Rose by Another Name Still Pays Guaranteed Income and Guarantees Principal Commentary by Wade Dokken
Perception is reality is the old saying, which is generally a convenient short-hand for explaining that the facts don’t matter, but what matters is how people already perceive the facts. I get the saying, but I don’t buy the inevitability of the saying. I started in financial services in 1984, and the “perception” was [...]
Google Me, The new Twitter and how financial advisors can benefit from Social Networking by Sean Browne
Welcome to my Blog Financial Advisors. I wanted to start with some news on what’s happening in the Social Media World to help keep you up to speed. I have been keeping an eye on three particular new stories lately that may have a big impact on social media that can effectively increase your financial [...]
The Habits of Top Achievers Part 2 of 3 by Ron Carson
Here’s Part II of what separates the top achievers from the average achievers. Click here for Part I. 6. They are early risers. By rising 30 minutes earlier each day, you can add two weeks to your year. Imagine what you can do in two extra weeks. You could spend more time with the people who [...]
