Ross Levin

How do you strike a balance to avoid regret? The answer is simple but not easy: Be conscious of the choices you are making. #life #regret

Whether a sports fan or not, there are similarities between putting together a team and organizing your financial life. #finances #teams

The National Bureau of Economic Research determines whether we experienced a recession, but it looks like they will be swallowing their whistles #recession

In an election year, there is never a shortage of questions on how whatever happens in the political realm will affect the financial one. #politics

Not enough attention is paid to stopping. In our financial lives, we often churn mindlessly forward. Let's take a moment to look at what we can stop.

Pickleball and your money can bring you enjoyment if you understand how to play the game. #money #finance #investing

I don't wish to pick a word for you, but let's explore the many facets of a particular word in our financial lives: want. #views #finance

I want to make the case for exploring your next steps before you feel ready to make a move. #NCRetirementCenter

Looking through the list of donors for charities in which you are involved, you recognize people who share common interests with you.

I keep reading in the investment world about what is supposed to be dead. Let me dispel these nasty rumors as well. #investing

Since every financial decision involves trade-offs, weigh carefully what you get from each direction. #retirement #regret #advisors

Some clients want more appreciation for what they already have. They recognize that the hedonistic treadmill is real. #advisors

It is still too early to digest the impact of these drugs, but not too early to understand the side effects from other choices we make. #views #choice

When people make enough money to meet their needs, they just find new things to need and new lifestyles to aspire to. #money #life

There are only a few things that you absolutely have to do. Let's talk about those. #NCRetirementCenter

We can end up resenting someone who has what we want. Here are a couple of ideas to curb mimesis. #envy #views

How do you determine whether your process led to good results or the results came in spite of a questionable process? #views #risk

Set of unique customization decisions that have the potential to have a significant long-term impact on your portfolio’s overall asset value. #invest

So here is a tool to help you think about your financial decisions: Will this matter in five days, five months, five years? #finance #tools

As you answer these questions, there will be themes from which you can operate. These themes will be used to create your mission statement. #advisors

We can’t condense our lives entire lives into sixty characters, but what are words that you would want to describe yourself? #life #death

Investment priority from maximizing growth to creating cash flow while allowing for some growth. #NCRetirementCenter

Stinking thinking is when we let our negative emotions take over our thoughts. Stinking thinking can impact everything, including our finances. #finance

It’s important to know what ESG is, but maybe more important to know what it isn’t. #ESG #investing

My days are spent helping people understand what they can do to get what they want, but sometimes they won’t do that. #finanace #security

Moving on is challenging because you give up hope of changing the past. But moving on frees up your future. #regrets #future

The five best days of the year returned between 2.99% and 5.54%. The five best days would have virtually negated the five worst days. #2022 #money

How you manage yourself during those swings is a critical investment lesson. All investors experience regret. #inesting #investors

There are various reasons to give, and understanding what motivates you will help you align your giving with your values. #giving #charity

The political ads would have you believe that these economic concerns were caused by one candidate and easily fixed by the other. They aren’t. #views

That voice in your head can occasionally be right, but it is not one you should bank your future on. #views #finance

If you are too skittish to invest or have some money that you need to access sooner, then let’s put that cash to work. #cash #investing

Anchoring is really manifesting regret. You are anchored when you focus on something in the past that is causing you pain in the present. #money #finance

Student loan forgiveness is neither a disaster nor a lifeline. Like virtually all incentives, it could both help and hurt. #money #finance

When you go to the fair, look around and think about your financial plans or just pull up a chair at a beer garden and forget about it for a while.

When money triggers a bad response in you, use a second chance to restart the conversation. #money #finance #investing

Good financial planning understands that people and families are not particular types, that there are just people and families.

This stock market has been a real lemon. If you fell in love with the highest value your portfolio has ever been, it is unrequited love.

Rising home prices and higher interest rates may be a toxic cocktail for those considering a home purchase, but they don’t have to be.

It is clear what the enemies of sound financial planning are, but for most people it is the near enemies over which they must take control.

Action that is not adequately considered ironically leads to more uncertainty and discomfort. #investing #investors #goals

There is a difference between investing and speculating and bubbles are about speculation. #investing #speculation #stocks

Defer your taxes as long as possible. All things being equal, this is one of the most sensible tax decisions you can make. #taxes #finance

Think of volatility as a tax that we all pay for investing, and it’s collected only during bad markets. #investing volatility #stocks

When you are retired, you have two major investment risks: volatility and inflation. #retirement #inflation #volatility #investing

Everything has costs and benefits. Accurately weighing them will lead to an A-plus life. #finance #life #success #wealth

No one ever knows which way the markets will move in the short term, so just do what you should always do. #advisors #investors

When we choose to accept the future rather than fight it, we have a better chance of living more of it in the way we want. #finance

For a winning strategy, distinguish between the money issues that are important and those that don't matter. #finance #money

Be proactive in making changes so that you can be creative in the substitutions you wish to make. #investing #investor #stockmarket