In case you missed it, Trian Partners, an activist investor, has mounted a proxy contest with Procter & Gamble. Their goal is to force Nelson Peltz onto P&G’s Board of Directors where he claims he will more capably lead the company. I am including a link to Nelson Peltz’s Wikipedia page where you can find a relatively neutral history of Mr. Peltz’s corporate dealings.[Read more…] about How We’re Voting Procter & Gamble Proxies in Lieu of the Trian Proxy Contest
Many investors are completely unaware of the amount of inherent risk in their investment portfolios. My job is to make sure you aren’t caught unprepared for the next gut-wrenching market correction. Now is the time to ask the question “How far can your investments drop in the next market correction?”[Read more…] about How Far Can Your Investments Drop?
The following are ten core beliefs that we are convinced are crucial to you becoming a better investor. These beliefs make up our investment philosophy and drive our investment methodology.[Read more…] about Ten Beliefs That Make You A Better Investor
As Procter & Gamble stock’s price increases, we get questions from people about when and how to diversify their Profit Sharing Trust (PST) and 401(k) accounts. We thought it might be helpful to publish some information about how we guide our clients through diversifying their retirement accounts at Procter & Gamble.[Read more…] about How to Diversify Your Procter and Gamble PST and 401(k)
Essentialism is a mindset. It is a way to approach all of the incoming opportunities and requests for your time and only accepting the essential ones. The concept of this book is straightforward. If you work on many tasks at once, you will make very little progress on any of those tasks. If you concentrate on only the essential tasks, you will make great strides on those tasks. That is where the simplicity stops.[Read more…] about A Review of Essentialism by Greg McKeown
There are so many people wondering about how to find their passion, their meaning in life, or as Elle Luna puts it; their “Must.”
This book is about how you can identify all of the “Shoulds” in your life, address whether or not they are still applicable and then try to move on to your “Must.”[Read more…] about The Crossroads of Should and Must by Elle Luna