The Chessboard of Finance: Mastering Emotional and Strategic Moves for Long-Term Success
Introduction Financial success and chess mastery share more similarities than one might initially believe. Both engage participants in a...
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Timothy Clifford
- Sep 11
- 2 min
Past Meets Present: Charting Financial Success Through Timeless Principles
In October 1974, Time Magazine's cover boldly proclaimed, "Trying to Fight Back: Inflation, Recession, Oil." This sentiment could very...
10 views0 comments
Timothy Clifford
- Sep 9
- 2 min
An Overview of Our Financial Reviews: Understanding the Six Pillars
When engaging with professionals across various fields, such as Taxes, Financial, Medical, Law, and Insurance, it's often challenging to...
9 views0 comments
Timothy Clifford
- Aug 31
- 2 min
Why Your Personal Finances Are Like Running a Business
There are striking similarities between managing a business and managing personal finances, even though people often resist the...
12 views0 comments
Timothy Clifford
- Aug 24
- 3 min
The Real Drivers of Wealth: A Financial Advisor's Reflections
How pivotal is the role of Financial Advisors in assisting clients to accumulate wealth? Although I once strongly believed in our...
8 views0 comments
Timothy Clifford
- Aug 23
- 3 min
Harnessing Accountability: The Emotional, Practical, and Mathematical Path to Financial Prosperity
Accountability stands as a crucial determinant of financial success. It comes from numerous sources, ranging from spouses and credit...
9 views0 comments
Timothy Clifford
- Aug 6
- 3 min
Navigating Your Financial Journey: A Strategic Guide to Reports, Investments, and Risk Assessment
Let's examine the three key components of a financial plan and understand why they are important. Each component functions independently,...
11 views0 comments
Timothy Clifford
- Aug 5
- 2 min
Why a Diversified Portfolio of Multinational Companies May Be Preferable to Gold
A diversified portfolio of multinational companies like Coca-Cola, Procter & Gamble, Nestle, Exxon, Microsoft, Apple, and many more...
20 views0 comments
Timothy Clifford
- Aug 4
- 2 min
Financial Safety in the Digital Age: Avoiding Identity Theft
If you are somewhat comfortable using an online service, there are three strategies you can implement to significantly reduce the chances...
23 views0 comments
Timothy Clifford
- Aug 1
- 2 min
President or Jobless at 55: A Career Mantra that Defined My Journey
Thirty-five years ago, my career journey began as a runner at the Chicago Mercantile Exchange. Today, I find myself in a picturesque...
40 views0 comments
Timothy Clifford
- Jul 30
- 3 min
Demystifying Financial Planning: What to Expect During Reviews with Core Wealth Consultants
When engaging with professionals in fields such as Taxation, Finance, Medicine, Law, Insurance, etc., it can sometimes be challenging to...
47 views0 comments
Timothy Clifford
- Jul 30
- 2 min
The Three-Filter Approach: Simplifying Major Financial Decisions
Here are three personalized filters designed to streamline your financial decision-making process, potentially leading to better...
28 views0 comments
Timothy Clifford
- Jul 26
- 3 min
Can our investments do well and do good in the world?
It's a popular concept, making a difference in the world with your investments, but before considering investing from a social...
6 views0 comments
Timothy Clifford
- Jul 14
- 2 min
Tackling Employee Finance Issues: A Strategic Benefit That Truly Matters
Retaining and identifying talented professionals is a universally accepted priority for small to midsize businesses. However, the...
23 views0 comments
Timothy Clifford
- Jul 11
- 2 min
The Significance of Having a Financial Plan
The 2023 Modern Wealth Survey conducted by Schwab involved 1,000 US citizens who estimated the average net worth required to be...
9 views0 comments
Timothy Clifford
- Jul 7
- 3 min
Three Investment Risks, And How to Mitigate Them
Given all the current global challenges such as inflation, political unrest, and mounting debts, it can be overwhelming to determine...
3 views0 comments
Timothy Clifford
- Jul 1
- 3 min
The Biggest Financial Mistake The Mass Affluent Make
Mass affluent investors - individuals with $100,000 to $1,000,000 of liquid financial assets plus an annual household income over $75,000...
10 views0 comments
Timothy Clifford
- Jun 21
- 2 min
Core Satellite Investment Strategy
The Core Satellite, or some version of it, is a common investment strategy, and in my opinion, it is a productive way to structure one's...
1 view0 comments
Timothy Clifford
- Jun 21
- 3 min
Six Reasons a Financial Roadmap is Important to a Marriage
When managing finances as a married couple, it seems common for one person in the relationship to know all about the finances and manage...
2 views0 comments
Timothy Clifford
- Dec 26, 2022
- 4 min
2022 in Review and a Look at 2023
Happy New Year! And welcome to 2023. I will be a little longer than usual in this year's update and touch on three points. The first is...
24 views0 comments
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