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Here are my rules for trading whenever a client, prospect, friend or family member asks me about the idea ... Set a Limit, Use Rules (and stick with them), and Focus on what you can control.

No Time? No Time Like the Present! Often - no matter the goal - we feel we don't have time. We are up against a deadline.  No matter the goal, as the saying goes "the best time to start was yesterday, and the second best time is today".

An important component of a solid Financial and Investment Plan is what I call the "opportunity mindset". Investors should always be on the lookout for high quality stocks and/or sectors to buy at bargain prices.

Today is one of those days where you need to filter out the noise. Headlines are negative and Markets are selling off ... Days like this show the value of a plan ...

... there are changes that can be made to upgrade the portfolio with an eye to the future ... to “plan for the best and plan for the worst” ... I strongly believe there are things that can and should be done now in portfolios.

This is where Tactical investments come in. ... Whereas a downturn is seen as a “buying opportunity” to long-term investors ... Tactical investments treat falling prices as a sign to sell stocks, not to buy!

Since my last update in June markets have been turbulent – to say the least ... My own thoughts are going to sound like a broken record and are the reason for my title of this post – “Boring Works” ...

It is times like this that test our resolve and can shake our confidence ... I try to always remind folks that when Markets are doing well it is not a matter of if, but when they will drop ... there are some things you can do to minimize the damage.