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Why Past Performance Means Nothing

The Myth of “Track Record Investing” Among even the most hallowed asset management firms, prior success can be attributed not to a series of calculated, informed actions or unique insights but rather the good fortune of being in the right place at the right time–something also known as random luck.  One of the most attractive illusions of investing involves judging…

Podcast

PODCAST EPISODE 173: INVESTING IN YOU FROM THE INFLUENCE ECOLOGY ANNUAL MEMBER CONFERENCE

https://www.youtube.com/watch?v=RaDpZ6UfJRM EPISODE SUMMARY Live from Ojai California, at the Influence Ecology Conference, Paul & Cory bring their thoughts on Influence Ecology’s work to the table. Here they discuss what “human capital” is and why it’s important, how to invest in yourself, and the difference between knowledge and understanding. WHAT WAS COVERED 0:34 – Paul and Cory welcome us to the…

Podcast

PODCAST EPISODE 171: ARE YOUR 2020 PLANS GOING TO CREATE THE LIFE YOU WANT?

EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory begin with discussing an article on “6 signs you probably need a financial adviser, even if you think you don’t”. Then Paul and Cory focus on the 6th sign in the article “You don’t have the time (or the desire) to learn about personal finance”. Most importantly…

Podcast

PODCAST EPISODE 169: ARE YOU GROUNDING YOUR ASSESSMENTS WITH KARI GRANGER

EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome CEO and executive leadership coach, Kari Granger, to share her experience working with organizations to reinvent their leadership structures. Specifically, Kari expounds on the importance of grounding your assessments. Paul, Cory and Kari define what assessments are and provide personal and professional examples of assessments they’ve…

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