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The Lifeguard Wealth Blog

Publications, Insights & News




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The Fear of Offending

We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in a bad relationship, keep you from making sound financial and investment decisions, etc.

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The Trouble with Convenience

Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such emerging investors were among the first generation for which computers in the classroom became a fixture, and they remember dialup internet.

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California’s New Normal policies: mind the details

First, if you’re a California homeowner with a replacement value greater than $2million situated in a brush zone, getting home insurance coverage will be more complicated. In some cases the only option available is to place limited coverage through the California Fair plan or a non-admitted insurer such as Lloyds of London.

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Perspective on Premiums

Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While negative outcomes are disappointing, investors should view them with the proper perspective and stay the course.

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