Business

Your Money: Your Portfolio Has To Match Your Financial Plan

Several years ago, when I was teaching people how to trade growth stocks, I was teaching a seminar in Dallas. Or Denver. Or San Diego. I really don’t remember, but one attendee stands out, even to this day.

He was a friendly enough guy, sitting in the first or second row. I liked to walk around and introduce myself to attendees before the seminar got under way, so I found myself talking to this gentleman and his friend. Turned out he was a postal worker, and he had a question for me.

He asked whether the seminar would cover Read More

Real Estate Round Table: Navigating Obstacles in the Home Buying Process

The road to buying a home can be both exciting and stressful. While buyers and sellers are generally motivated to make the deal go smoothly, challenges can arise. 

It’s wise to be prepared and find professionals who you can trust. Your Realtor and mortgage loan officer will be your greatest allies throughout this process.

Loan Obstacles – The tight financial climate has led to many changes in the mortgage.

There are a number of things you can do to be prepared:

• Get your finances in order

Intelligence Has Many Sides: It’s Easier to Acquire Hard Technologies Than to Grasp Soft Emotions

Everyone has experienced the distance between what we see ourselves and how others see us. 

Not everyone notices such experience or acknowledges it. In order for such an experience to occur, one has to have a keen sense of self-awareness, and you can’t possibly grasp that distance if you lack the ability to gauge how others see you. 

However, by itself, the concern for how others see you does not arise from self-awareness; rather, it’s often a sign for being self-centered.  Read More

Money IQ

What is Mobile Banking? 

Mobile Banking is just what it sounds like, banking from a mobile device. Mobile banking allows customers to access their accounts anywhere, anytime, by texting their bank or credit union or by using their smart phone web browser. 

Most mobile banking products allow customers to check account balances, verify transaction history, set up and receive automatic alerts and transfer funds within a user’s accounts. For added convenience customers can typically locate branch offices and ATMs. 

Some banks or credit unions provide Read More

There Was (and hopefully is) Intelligence Out There In Management Land

After that bit of “rant” on “double bagging” last week, I really want to offer you a “good” story. 

I am sure there are quite a few out there, but since I haven’t heard from anyone, I dug up an old story to share in this space.

The story is short and succinct. Way back in the late 40s, a manager employed “emotional intelligence” principle (a good topic for next week) and helped launch a group of brilliant scientists that invented the transistor at what was then Bell Labs.

Of course, mine is 20/20 hindsight based Read More