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Kathleen Gurney
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Entries by Kathleen Gurney

How to Be Emotionally Intelligent About Your Finances

(0) Comments | Posted April 15, 2015 | 1:11 PM

Prudent and successful investing is as much about managing attitudes and feelings about money as it is about managing the money itself. It's all in how we use it that brings us the greatest satisfaction and success.

If we are self-aware and self-confident, we feel more of a sense of...

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What's Your Comfort Level With Taking Financial Risk?

(0) Comments | Posted March 11, 2015 | 12:33 PM

If you're puzzled in how to honestly respond, you're not alone. Most people find out their true comfort with risk only after the fact--after they've lost money. Then, and only then, do they really know how much they can financially and emotionally afford to lose.

Your risk tolerance is...

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Know What You Can Emotionally and Financially Afford to Lose

(0) Comments | Posted January 15, 2015 | 1:44 PM

So often, investors react impulsively to bad news and a volatile market, selling shares of perfectly good stocks or changing their asset allocations in anticipation of a significant downturn in the market. Had they held on, history reinforces staying the course if the allocation makes rational and financial sense and...

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Taking the Fear Out of Investing in a Nervous Market and Staying Your Game Plan

(0) Comments | Posted October 28, 2014 | 11:03 AM

Often Bull markets are like blinders. Investors begin to believe in the fantasy that the market and our equity investments will always take good care of us and never disappoint...

Since the "Great Recession", the market has reinforced such fantasies. It has been a bull market for...

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Financial Institutions Have Not Changed Their Stripes and They're After You

(0) Comments | Posted April 11, 2012 | 5:09 PM

You may be one of the fortunate to have learned from the recession by changing your ways. You gave up business as usual.

You no longer buy on credit; you live within your means and have found satisfaction and a renewed sense of self-respect. You no longer feel like a...

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Tips to Fight Frugal Fatigue in Becoming Fiscally Fit

(3) Comments | Posted March 7, 2012 | 9:43 AM

What frugal fatigue is

Mental and emotional exhaustion caused by frugality -- a constant life focus of counting and pinching your pennies. Frugal fatigue causes feelings of being over-spent, exhausted, depressed without hope of any change. It's like fighting an uphill battle without any end in sight.

How best to...

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Do You Need a Resolution Redo? Tips to Keep You on Track

(0) Comments | Posted February 24, 2012 | 2:44 PM

Our old habits are hard to break because most of us are not aware of them -- we are blind to what's close to us and a powerful part of our reflexes ingrained over time. So, the tips that follow will focus on making you aware and conscious so you...

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How Are You Planning to Approach 2012? Are You a Resolver or Do You Have an Alternate Plan?

(0) Comments | Posted January 17, 2012 | 1:05 PM

As 2012 unfolds, are you spending your time working to achieve your well-planned goals and resolutions, or are you hanging back waiting to allocate your time, energy and talents to face what 2012 and your current circumstances have in store for you at the time?

In my business of giving...

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Holiday Traditions: How To Create A Memorable Celebration You'll Actually Enjoy

(0) Comments | Posted December 21, 2011 | 10:01 AM

Holidays so often fall short of giving us what we all seek most -- a connection to what made us feel connected and a special part of our family and friends.

The emotional equivalent is best achieved by re-enacting, recreating and sharing some of the special memories and activities that...

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Give Gifts of Joy This Holiday Season

(0) Comments | Posted December 9, 2011 | 10:50 AM

'Tis the season to be jolly,
Spend your money but don't be sorry,
Buy a gift for the ones you adore,
But don't get stuck with what you can't afford,
For it's not the amount of money you spend,
It's always the thought that counts...

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Remembering Black Monday: Money Magic on Wall Street

(0) Comments | Posted October 20, 2011 | 2:26 PM

Everyone would like to believe in a money benefactor -- someone or something -- to bestow financial security and freedom. This has been especially true for the generations of Americans who have never lived through tough economic times like the Great Depression. For those generations of Americans, the stock market...

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Occupy Wall Street Protests Push for Change

(0) Comments | Posted October 12, 2011 | 4:02 PM

I've been waiting for a very long time for the so-called "little people" or "average Americans" to speak up and vent their frustrations. I wonder why some in the media are baffled. How long did they think the American public would sit by and passively see their personal rewards for...

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A Lesson of 9/11

(0) Comments | Posted September 13, 2011 | 10:32 AM

Living Fulfilled Is Letting Go of Fear

As the ominous day of the 10th anniversary of 9-11 passes, many in the world are sensing a great weight lifted from the shoulders and spirit. Having spent it outside of the US, it was amazing for me to speak to foreigners about...

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Three P's Make a Compatible Money Pod

(0) Comments | Posted September 7, 2011 | 4:28 PM

I've recently had conversations with three very different couples--different backgrounds, different ages, different cultures--but they shared a commonality in financial incompatibility. They've managed to stay married throughout their frustrations and foibles but with little success in bridging the gap in lifestyle priorities and satisfaction.

Unfortunately, over the last thirty years...

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'Til Money Do Us Part: Don't Let the Markets Drive You Apart

(2) Comments | Posted August 23, 2011 | 4:39 PM

If you're like most couples when it comes to managing money and investing, there will be areas where you agree and areas where you differ. Investing by its very nature is an emotional business.

When the market is going up, couples rarely find that they disagree, but it's during times...

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How "Threat Sensitive" Are You to These Market Conditions?

(9) Comments | Posted August 18, 2011 | 3:24 PM

The current markets are nervous, full of uncertainty and highly reactive to any news -- positive and negative. Investors are confused by the daily fluctuations and are challenged to maintain a sense of calm and control.

Not everyone can tolerate a prolonged roller coaster ride and some will want...

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Do You Have 'Get Me Out' Syndrome?

(0) Comments | Posted August 10, 2011 | 2:02 PM

These are definitely challenging economic times. As investors, we're living with great uncertainty of how the markets will respond to the global economic crises. In the US, it is also complicated by a dysfunctional political process. Are you tempted to call your adviser and yell "get me out"? GMO syndrome...

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Arab Spring: We all Hope for The Good, Rich Life

(1) Comments | Posted June 22, 2011 | 7:10 PM

The "Arab Spring" is about hope and freedom of choice, peace of mind and ability to earn a living to fulfill one's dreams.

The good life is one Americans have had for many years, but what is the good life really, and how can we find it for ourselves in...

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Knowing What Matters Most

(0) Comments | Posted May 23, 2011 | 5:37 PM

The American Dream as we knew it is no longer a dream that will be fulfilled for most. Yes, it's depressing and will require that Americans dial down their expectations, their plans and their lifestyle.

If we've learned anything from our leaders in government, it's that the task is...

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Marriage or Cohabitation: A Matter of Dollars and Cents or Just Sense?

(1) Comments | Posted April 21, 2011 | 11:05 AM

"Why did you get married at this stage of your life?" asked recently divorced Sue of recently married Marilyn. Marilyn went on to explain that she's a very traditional woman and felt it was a more moral way to live. To which Sue again pressed "but you trade off a...

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