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September 2018

Enjoying your Money! Tips on Traveling to Great Destinations

September 27, 2018 @ 6:00 pm - 7:30 pm
Mission Point Planning Sheffield Conference Center, 3290 West Big Beaver Suite 195
Troy, MI 48084 United States
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 Ok, it’s not exactly financial planning, but traveling and enjoying your money is an important aspect of personal happiness.  After all, you saved your money for a reason! We’ve brought in an expert as well, Scott Hunter the “Traveling Man” and CEO of Cruise and Travel Experts.  He’ll will be talking about some of the more popular trips including European River Cruises, traveling to Cuba and more. We will have food, drinks (adult and non-adult) and some tips and advice…

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October 2020

IT’s All in YOUR HEAD! How Behavioral Finance Impacts Investors and Investments

October 20, 2020 @ 12:00 pm - 1:00 pm

Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this?  When you read the headline did you cringe? Break out in a cold sweat?   Grab another glass of wine?   Maybe even panic? If so, don't beat yourself up. Your human. I’m human. We are hardwired to have these emotions. But the problem occurs when we harness these feelings and turn them into investment decisions.  With…

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March 2021

What you need to know before traveling during Covid-19

Traveling in 2021? Know before you go! Special Webinar with Scott Hunter the Traveling Man.

March 18, 2021 @ 12:00 pm - 1:00 pm

Burr. It's cold in Michigan.  But… it is getting warmer. So, the recent warm spell here has got me thinking about warmer and better times ahead. Remember the good old days when we could travel and escape the subzero temperatures for even a few days?  Those days may be returning sooner than you thing and you need to be prepared. As we learn to live with Covid-19 we are learning to travel with it as well.  If you are thinking…

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* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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