by Joseph Falbo, CFP®, AIF®, CRC® | Jul 13, 2023 | financial education
For as long as there has been money, it has been widely debated whether it can buy happiness. Of course, the answer largely depends on how one defines “happiness,” which is a subjective definition rooted in one’s relationship with money. Therefore, for those seeking...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 6, 2023 | financial education
I recently read a book called “The Gap and The Gain: The High Achievers’ Guide to Happiness, Confidence, and Success” by Dan Sullivan and Dr. Benjamin Hardy. While it’s not written specifically about finance or investing, the message sure resonates with...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2022 | financial education
Our investment philosophy is based on long-term investing principles, which means when markets get bumpy, investors are encouraged to remain disciplined and stick to their plan. But these straightforward mantras aren’t always easy to follow when put to the test. We...
by Joseph Falbo, CFP®, AIF®, CRC® | May 12, 2020 | financial education
When stock prices are going down, the value of companies goes up. Think of it this way: a declining market can be thought of as a “sale”… and aren’t sales always temporary? The lower prices go at your favorite store, the more valuable the products. Applying this...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | financial education
“We do not have, never have had, and never will have an opinion about where the stock market, interest rates or business activity will be a year from now.”– Warren Buffett, the world’s most admired, least imitated investor, in his annual letter...
