financial investments

This tag is associated with 7 posts

The Take-Charge Visionary

By Hugh Massie ⋅ March 19, 2012 ⋅ One comment

Naturally big-picture thinkers and decisive people will be Initiators who are “Take-Charge Visionaries”. They know where they are going and will have a consolidated view of their investment portfolio.

Financial Personality Under Pressure

By Hugh Massie ⋅ June 16, 2011 ⋅ Post a comment

Hugh Massie of DNA Behavior International talks with AdvisorTV and Financial Planning Magazine about the predictability of investor decision making.

The Spontaneous Intuitive

By Hugh Massie ⋅ March 8, 2011 ⋅ Post a comment

A naturally instinctive and flexible person with a clear vision will be a “Spontaneous Intuitive” who is confident with the financial decisions they make but can be impulsive.

New Financial DNA Developments for Addressing Risk Tolerance

By Hugh Massie ⋅ September 2, 2009 ⋅ Post a comment

Risk tolerance is a much talked about area in financial planning and it is one core component of an investor’s unique financial behavior – what we call their Financial DNA. It is so fundamental that we are always talking about it and making decisions with reference to it.
A huge difficulty has [...]

Global Transition for High Net Worth Individuals

By Hugh Massie ⋅ July 23, 2009 ⋅ Post a comment

I have just read KPMG’s Swiss Financial Services Newsletter for August 2008. The newsletter provides very sharp insights into the increasingly complex international needs of high net worth individuals. The outcome is that the consulting team will need to have a greater global outlook and more sophisticated approach to the technical [...]

Know Thy Investments

By Hugh Massie ⋅ April 21, 2009 ⋅ Post a comment

The primary foundations of Financial DNA are “Know Thyself” and Know Thy Client”. However, what I have not spoken up much before about is “Know Thy Investments”. For both the advisor and the client this is absolutely critical to successful investing. Who at some point has been caught in an investment they did not fully [...]

Discover Your Investment EQ

By Hugh Massie ⋅ April 11, 2008 ⋅ Post a comment

“The most common cause of low prices is pessimism… It’s optimism that is the enemy of the rational buyer.”
- Warren Buffett
Ask a group of investors to share the ‘secret’ to successful investing, and you’re likely to get many different quantitatively focused answers, ranging from, hold for the long-term, diversified asset [...]

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