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Human Biases Can Shape Our Investment Behavior

Human Biases Can Shape Our Investment Behavior

by Salomon & Ludwin | Aug 11, 2020 | Client Resources

At Salomon & Ludwin, we believe that a forced discipline to buy lower and sell higher is a logical way to invest. This is easier said than done because we can’t escape our emotions and biases. This article, provided by Federated Hermes, explains how, “we see what...
Investing with Purpose – 3 Mistakes to Avoid

Investing with Purpose – 3 Mistakes to Avoid

by Dalal Salomon | Apr 4, 2020 | Client Resources

Investors today are increasingly measuring an investment’s merit by its ability to help them meet their financial goals. Whether that is to generate an income stream, preserve capital, send children to college or grow assets within a certain time frame and risk profile....
Retirement Planning: The Financial Connection of Planning, Investments, and Cash Flow

Retirement Planning: The Financial Connection of Planning, Investments, and Cash Flow

by David Staples | Apr 28, 2019 | Client Resources

There are some life-changing decisions that people make which require a leap of faith. One of those decisions that investors are hopefully fortunate to make, is: “When do I retire?” For the past 30, 40 maybe even 50 years, you have been working hard to earn an income...
Retirement Planning Checklist: 5 Simple Tips to Help Create Confidence and Comfort in Retirement

Retirement Planning Checklist: 5 Simple Tips to Help Create Confidence and Comfort in Retirement

by Dan Ludwin | Apr 28, 2018 | Client Resources

Most people work for a common reason. So that eventually, they don’t have to. That brings us to the Retirement Planning Checklist. With thousands of financial advisors attempting to help people bridge the emotional and financial gap of working to not working...
3 Financial Planning Lessons Learned from a 40-Year Investing Career

3 Financial Planning Lessons Learned from a 40-Year Investing Career

by John Harper | Apr 28, 2016 | Client Resources

In my 40 years of investing in the stock market, (I started young, ok?), I have seen changes in the markets and in the places where outperformance lived. I have seen bonds start a multi-decade bull market. I have seen three supersized corrections from the 1987 shot...
Giving to Charities: 1 Big Mistake People Make and 2 Better Ways

Giving to Charities: 1 Big Mistake People Make and 2 Better Ways

by Jeremiah Winters | Apr 28, 2014 | Client Resources

Avoid this trap when giving to charities! If you are reading this post, I already like you because chances are you are charitably inclined and making a difference in your community or somewhere in the world by giving to charities. Take a minute to reflect and imagine...
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