William Housley

Comments

• Welcome… Cheers

  Post: A Humble Question From Across The Pond

  Link to comment from June 22, 2025

• Exactly my thoughts. I would just like to take over and give him a fish to eat but he needs to learn to fish.

  Post: “A Complex Portfolio, a Modest Account”

  Link to comment from June 13, 2025

• For sure you are right.

  Post: “A Complex Portfolio, a Modest Account”

  Link to comment from June 13, 2025

• Exactly!

  Post: “A Complex Portfolio, a Modest Account”

  Link to comment from June 13, 2025

• Very helpful! Thank you. I wish I could just tell him what to do but that seems it could be inappropriate advice.

  Post: “A Complex Portfolio, a Modest Account”

  Link to comment from June 13, 2025

• Yes, Thank you. He is not diversified even though he multiple holdings. But Jonathan, how do I nudge him without “giving advice.” And it seems he has an advisor that is reluctant to help someone with such a small account.

  Post: “A Complex Portfolio, a Modest Account”

  Link to comment from June 13, 2025

• Let’s see… Dinner: $35 a plate x 10 couples = $700. Room rental: Let’s say $300. Total: $1,000 to wine and dine. Securing a million-dollar client while they’re chewing on crème brûlée? Priceless.

  Post: No TIME Left For You

  Link to comment from June 9, 2025

• A friend of mine—who knows nothing about investing—told me they just bought a bunch of gold coins. With more people asking about gold lately, and gold ads flooding the airwaves, it got me thinking: maybe it’s time to sell anything gold-related. 😄 Or maybe not…

  Post: What About Gold?

  Link to comment from June 8, 2025

• The aging process is inevitable, and cognitive decline can impact performance. Ageism, in many cases, may be a reaction to this reality. One proposed way to reduce ageism in the workplace is for individuals to recognize their own limitations and step back before decline becomes a burden to others. However, this is easier said than done. Most people are blind to their own cognitive decline, making it nearly impossible to know when to self-select out. As humans, we tend to make one of two mistakes:

  1. We leave too early—while we still have much to contribute.
  2. We stay too long—unaware that we’re no longer operating at our best.
  It’s wise counsel: “Either you decide when to go, or someone will decide for you. And if someone else decides you should go, you probably won’t like how it happens.” There’s also the issue of pride. Taking a lower position with less responsibility and lower pay during the later stages of one’s career can feel like failure, even if it’s a wise and honorable transition. That pride can become a barrier to making the graceful exit everyone hopes for.

  Post: Talking Trillions by Jonathan Clements

  Link to comment from June 8, 2025

• There are two sides to staying in the workforce longer:

  1. Having the physical and mental capacity to keep going.
  2. Whether younger leadership actually wants to keep older workers around.
  Working longer is often easier said than done.

  Post: Talking Trillions by Jonathan Clements

  Link to comment from June 8, 2025