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Peter Cole's Articles in Financial Planning

  • The Psychological Dynamics of Inherited Wealth
    Inheriting money is often a mixed blessing, but with good support and consultation, inheritors can create a workable and balanced approach: being smart about the money while good care of themselves.
  • It's not "Retirement", it's the "Harvesting Phase"
    I propose that we throw out the term "retirement" and replace it with "The Harvesting Phase". For Baby Boomers who have no intention of sitting down and"retiring", The Harvesting Phase is a time of lively engagement in life with an enhanced sense of choice about how we will use our time and energy.
  • The New Investing Paradigm: Mindfulness not Competition
    Advances in investment theory have dovetailed nicely with ancient wisdom to present investors with a new and exciting paradigm for investing. The new paradigm shifts our attention away from the day to day fluctuations of the market, and turns our focus to a centered, mindful, and disciplined approach to investing.

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