Left of Bang: Preparing Financial Portfolios for Market Volatility

“Left of bang” is a readiness mindset used by U.S. Marines to better identify, prepare for, and take proactive action against negative “bang” incidents. It is valuable to use the left of bang mindset in the investment and financial planning world. Here are some financial portfolio protection planning techniques my team uses to minimize the financial impact of life’s negative events.

Read More

Always Carry an Umbrella: Q1 2023 Client Letter

The economic and market winds may bring stormy weather in 2023, no one knows for certain what will happen in the future, and that’s why we advise to metaphorically “always carry an umbrella”—even when the market outlook is sunny. Learn more about why expecting bad weather, but knowing good weather will inevitably return, is the outlook of successful investors.

Read More

The Cortisol Effect

The human brain has a documented and reliable response to fear, including the release of cortisol into our bodies. Cortisol can put you in fight or flight mode—potentially wreaking havoc on your long-term investment strategy. The good news is there are things you can do to shut down the cortisol effect.

Read More