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Home
About Us
Services
Investment Consultancy
Asset Allocation
Portfolio Rebalancing
Risk Management
Financial Coaching
Holistic Retirement Blueprint
Children’s Future Blueprint
Tools
Financial Calculators
Download Forms
Pay Premium Online
Risk Profile
Health Checkup
Useful Links
Blog
Contact Us
Health
1. In investing, what is comfortable is rarely profitable
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No
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2. How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case
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No
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3. The individual investor should act consistently as an investor and not as a speculator
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No
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4. It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for
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5. Know what you own, and know why you own it
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6. Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this
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7. Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas
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8. I would not pre-pay. I would invest instead and let the investments cover it
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No
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9. The four most dangerous words in investing are: 'this time it's different
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10. Wide diversification is only required when investors do not understand what they are doing
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