<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=275610486160139&amp;ev=PageView&amp;noscript=1">
South Burlington, VT

Value Creation Blog

How Hard is it For You to Stay invested When the Market Goes Down?


In the investment management world there is always a concern that customers and clients move their money at the very worst time. This is often caused by something called loss aversion.

Continue Reading

Topics: bucket planning, financial planning, investment management, Investments, bucket system

Are You An Investor Or A Speculator....

Too many times people think they're being an investor, when in reality they're just speculating in the marketing.  And when you're speculating, you might just as well take your money and go to Vegas to see how you do.

Continue Reading

Topics: investment management, Investments, investment management video

One Of The Most Ridiculous Articles I've Seen In A While


One of the more ridiculous articles I've read in a long time comes from wealth mangemgent.com.  It talks about the reason that its time for us to consider active management of mutual funds again.

Continue Reading

Topics: investment management, investing, asset allocation

A Guide To Setting Up Your Bucket System

Watch this five minute video as Josh Patrick takes you through what he believes is the secret to staying invested......even when you don't want to.

Continue Reading

Topics: investment management, Investment video

A Short Primer to Help You Stay Invested

The_Bucket_System_-_Stage_2_Planning.pngInvesting can be a tricky business. Too often you put all your money in one place. Then, when the market tanks you get nervous and change your investments around. Often, this is the worst thing that you can do at the time you make your investment changes.

For years we've been working with our clients and what we call the bucket system. I think that it just might help you stay invested when you're inclined to pull your money at the worst possible time.

To learn more read on:

Start with opening three accounts.

Continue Reading

Topics: investment management, Investments, bucket system

A Financial Secret That You Probably Know




Here’s a secret that you probably already know. Your spouse is a very important part of any investment decision you’re about to make. This is something you want to recognize and it’s something you want to share with anybody who is helping you with your financial planning or investment management.

If you’re interested in learning more about why you need to pay attention to this read on.

Your spouse might understand your financial situation better than you.

Continue Reading

Topics: financial planning, investment management, spouse involvement in decisions

Boomers, Are You Ready For Retirement?

Boomers_Are_You_Ready_For_Retirement.pngToday I want to talk with you about getting ready for retirement. I’m going to bet that most of you are still working and haven’t retired. Even if you’ve already retired this post will be valuable for you.

Since 1999 there’s been a problem that we’ve all had to deal with. And that problem is the volatility that we see in the stock market. Many of us are scared to have our money in the equity market. That’s too bad, because history has shown that having a reasonable allocation in stocks helps us live through retirement more comfortably.

The new, new.

Continue Reading

Topics: retirement planning, financial planning, investment management

The Real Reason You Want An Investment Advisor

realInvestment management has been changing. The options today for how you manage money is growing. The investment process can be reduced to using a computer program if you’re inclined to do so.

Continue Reading

Topics: financial planning, investment management

A Remarkably Simple Truth About Your Investments


There is a principle in behavioral finance called a recency bias. This is where you believe that what has happened in the past 30 to 60 days will become the new normal.

Continue Reading

Topics: investment management

Are You An Investor Or Speculator?


This is a question that I think everyone who has money to invest for whatever reason needs to ask. Your answer will help you decide what types of investments and investment advisors you might want to use.

Continue Reading

Topics: investment management, alternative investments, investing, investing research

Subscribe to Our Blog

Subscribe to Our Blog

Most Recent