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March | 2011 | INNER WEALTH
https://milestoneadvice.wordpress.com/2011/03
Aaron Winer, CRPC. Move Over Honey… I’ll Drive. March 2, 2011. Do men and women invest differently? Do they achieve different investment results statistically? Is one gender more confident than the other in terms of money management? Not that gender studies is an under-served discipline, but I believe it’s time we take a closer look at gender-based financial behavior. Does this “confidence gap” account for better investment returns in portfolios managed by men? Psychologists have long-held that men are m...
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February | 2011 | INNER WEALTH
https://milestoneadvice.wordpress.com/2011/02
Aaron Winer, CRPC. Investment Resolutions For This (Or Any) Year. February 4, 2011. I decided to wait until everyone else had gone public with their New Year’s resolutions before identifying the list below. (Plus it took the entire month of January to compile these.). With that in mind, here are ten “resolutions” which I hope will lead to good investment decisions this year and every year. 3 I will keep a long-term perspective and appropriately consider my. Market – and not. 6 I will not focus my portfol...
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Move Over Honey… I’ll Drive | INNER WEALTH
https://milestoneadvice.wordpress.com/2011/03/02/move-over-honey-ill-drive
Aaron Winer, CRPC. Move Over Honey… I’ll Drive. March 2, 2011. Do men and women invest differently? Do they achieve different investment results statistically? Is one gender more confident than the other in terms of money management? Not that gender studies is an under-served discipline, but I believe it’s time we take a closer look at gender-based financial behavior. Does this “confidence gap” account for better investment returns in portfolios managed by men? Psychologists have long-held that men are m...
milestoneadvice.wordpress.com
November | 2010 | INNER WEALTH
https://milestoneadvice.wordpress.com/2010/11
Aaron Winer, CRPC. Distinguishing between “volatility” and “loss”. November 1, 2010. The prolific Fidelity portfolio manager Peter Lynch once famously said that “the real key to making money in stocks is not to get scared out of them.”. In any case, it may be useful to clients and non-clients alike to illustrate the loss-volatility distinction by way of Warren Buffett, who controls Berkshire Hathaway Inc: to wit: what result did three cataclysmic market events have on Berkshire Hathaway stock, and what w...
milestoneadvice.wordpress.com
September | 2010 | INNER WEALTH
https://milestoneadvice.wordpress.com/2010/09
Aaron Winer, CRPC. Can Money Buy Happiness? If you make close to $75,000 a year, yes, it can.). September 21, 2010. Does money buy happiness? We all have our own answers to this commonly contemplated question, depending not only on our incomes but also on our individual histories and the meaning of money in our lives. The question of whether money buys happiness is actually many questions at once: How do we assess our happiness in general? Money Giveth, Money Taketh Away. Money may not buy happiness enti...
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Expectations and the Economy | INNER WEALTH
https://milestoneadvice.wordpress.com/2010/12/27/expectations-and-the-economy
Aaron Winer, CRPC. Expectations and the Economy. December 27, 2010. It’s amazing how the public’s expectation about the stock market and the economy seem to be influenced by whichever direction the markets happen to be performing at the time. Posted by Aaron Winer. One Response to “Expectations and the Economy”. December 30, 2010 at 8:09 AM. So is the point that we should put money into the market right after things tank? Leave a Reply Cancel reply. Enter your comment here. Address never made public).
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January | 2011 | INNER WEALTH
https://milestoneadvice.wordpress.com/2011/01
Aaron Winer, CRPC. The Family That Plans Together…. January 3, 2011. I wondered before the meeting, would I recognize Jack’s money values as being consistent with those of his parents and grandparents? Would there be a thread that linked the way each generation related to their money? We may not be able to fully dictate the financial values our children carry into the world, but we most certainly can influence them, as I have now seen, first hand. Posted by Aaron Winer. Join 2 other followers. Milestone ...
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Distinguishing between “volatility” and “loss”. | INNER WEALTH
https://milestoneadvice.wordpress.com/2010/11/01/distinguishing-between-volatility-and-loss
Aaron Winer, CRPC. Distinguishing between “volatility” and “loss”. November 1, 2010. The prolific Fidelity portfolio manager Peter Lynch once famously said that “the real key to making money in stocks is not to get scared out of them.”. In any case, it may be useful to clients and non-clients alike to illustrate the loss-volatility distinction by way of Warren Buffett, who controls Berkshire Hathaway Inc: to wit: what result did three cataclysmic market events have on Berkshire Hathaway stock, and what w...
milestoneadvice.wordpress.com
About | INNER WEALTH
https://milestoneadvice.wordpress.com/about
Aaron Winer, CRPC. Aaron Winer is president and founder of Milestone Financial Advisors, LLC. A leader in the field of values-based financial planning, Mr. Winer is engaged in providing clients throughout the country with financial advisory and investment management services which connecting ones money to their most essential financial goals. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). Join 2 other followers.
