Dan Goldie

Important Investment Lessons for Young People

If you are an investor under the age of 40, you have one big advantage over everyone else: you have an incredibly long investment time horizon during which to grow your investment dollars. The power of compounding is one of the great wonders of investi... Read >

10 Questions You Should Ask a Financial Advisor or Financial Planner

If you are considering hiring a professional to help you with your investments and personal financial planning, you should come to the first meeting prepared with questions that will help you to evaluate if the advisor is right for you. The questions b... Read >

6 Elements of Prudent Financial Advice

It is human nature for investors to focus more on potential return than risk. This is especially true after a long period of market prosperity. The opposite is true after big declines, however. In bad times, investors often want to pull in and avoid risk.... Read >

Your Financial Advisor: Facilitator or Trusted Advisor?

In the modern age of financial practice, securities salespeople no longer call themselves brokers or registered representatives. They now go by names like financial consultant or investment specialist. Many advisors continue to charge commissions and work... Read >

6 Steps to Creating an Investment Policy Statement

One of the most important elements of a successful investment experience is the investment policy statement. This is essentially a written investment plan that allows you (and your advisor, if you have one) to have a written implementation, management, an... Read >

Economic Growth and Stock Returns: What Investors Need to Know

Although their forecasts are notoriously inaccurate, economists spend a great deal of time thinking about and forecasting future economic growth. Investors often consider these forecasts when deciding where to invest their money. The conventional view is ... Read >

Managing Inflation Risk: An Guide for Individual Investors

The risk of high future inflation may be one of the most important risk factors individual investors will face in their investment lifetimes. In the United States, inflation measured by the Consumer Price Index has averaged approximately 3% per year since... Read >

How to Select a Financial Advisor or Financial Planner

Today's challenging investment markets require investors to make smart, rational financial decisions. Investors need to have a well-crafted financial plan, access to high-quality financial and investment products to implement that plan, and perhaps most i... Read >