A lot of investors end up arguing with each other, but they’re playing very different games.

The Wall Street trader is playing a very different game than Mr. & Mrs. Smith, who are preparing for retirement. Both are playing a very different game than the 50 year old Biotech Executive whose wealth is largely concentrated in private company stock.

The first pillar of successful investing, visualization, helps investors focus on the game that’s most relevant to them.

More behind the scenes as we fine tune our latest workshop – Time & Money: 5 Pillars of Successful Investing.

Zoom out, see the big picture, and win the long game.

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.