I promise I do not make this stuff up. This is a conversation that occurred earlier this week. No names, of course. Not only are the actual words included, but my thoughts are thrown in for a little entertainment.
Wall Street Steward Blog
As we approach the end of the year, many things are probably at the top of your list: shopping, a winter vacation, charitable giving, etc. Well how about a rewarding gift you could give yourself, that costs NOTHING? Let me suggest rebalancing your investment portfolio.
Remember Maverick singing this Righteous Brothers classic to “Callsign Charlie” in Top Gun?
I have spoken to several clients recently that have said something to the effect of “I am scared of losing money in stocks…I want to move into bonds because they are safer.”
How many times have you heard someone say “if I won the powerball lottery, I would do <insert here>?”