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Know How to Prepare a Personal Investment Plan and Understand Its Importance

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by  Erik Conley

The most important financial-planning document you will prepare, besides your list of personal and family goals, is your investment plan. In finance terms, your investment plan is also known as your investment policy statement. An investment ...

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Confessions of a Born Again Adviser

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by  Erik Conley

In his remarkably frank and honest book Get Smart or Get Screwed: How to Select the Best and Get the Most from Your Financial Advisor, Paul Merriman shares the story of one adviser ...

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How Emotions Can Kill Your Portfolio Returns

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by  Erik Conley

Much of our current understanding of economic theory is based on the belief that investors always behave in a rational way, and that all of the relevant information about the economy, the stock ...

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It's Time To "Get Real" With Your Investment Approach

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by  Erik Conley

Introduction to Critical Thinking and how top investors use it.   Marketwatch published a guest comment yesterday that I thought was a good introduction to the concept of using critical thinking skills to ...

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The Best Investment Advice I Ever Got

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by  Erik Conley

In the lead-up to Sept. 25’s Worldwide Invest Better Day, The Motley Fool is reacquainting investors with the basic building blocks of investing. As part of that push, we asked a group of ...

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