Soares Financial


  • "Rich or poor, it's good to have money.”

    –Sid Lance

  • “The stock market, with its allures of easy money and fast action, induces people into the foolish mishandling of their money like no other entity.”

    –Jesse Livermore

  • “Money is good for nothing unless you know the value of it by experience.”

    –P.T. Barnum

  • “Go confidently in the directions of your dreams; live the life you’ve imagined.”

    –Henry David Thoreau

  • “A penny saved is a penny earned.”

    –Ben Franklin

  • "All progress is based upon a universal, innate desire on the part of every organism to live beyond its income.”

    –Samuel Butler

  • “Economy is half the battle of life; it is not so hard to earn money as to spend it well.”

    –C. H. Spurgeon

  • “With money in your pocket, you are wise and you are handsome and you sing well, too.”

    –Yiddish Proverb

  • “You try to be greedy when others are fearful and fearful when others are greedy.”

    –Warren Buffett

  • “I am having an out of money experience.”


  • “Money isn't everything--but it's a long way ahead of what comes next.”

    -Edmund Stockdale

  • “Wealth may be an excellent thing, for it means power, and it means leisure, it means liberty.”

    –James Russell Lowell

  • “Money is better than poverty, if only for financial reasons.”

    –Woody Allen

  • “Most dreams are attainable if the dreamer is ready to devote consistent, intelligent effort to them.”

    –Dr. Bob Rotella

  • “Stock prices have reached what looks like a permanent high plateau.”

    –Prof . Irving Fisher (1929)

  • “There’s no reason to be the richest man in the cemetery. You can’t do any business from there.”

    –Colonel Sanders

  • “The brokerage industry services investors like Bonnie and Clyde serviced banks.”

    – William Bernstein

  • “He that makes money before he gets wit will be but a short while the master of it.”

    –Thomas Fuller

  • “Don’t be overly concerned about your heirs. Usually, unearned funds do them more harm than good.”

    –Gerald M. Loeb

  • “Life is full of uncertainties. Future investment earnings and interest and inflation rates are not known to anybody. However, I can guarantee you one thing: those who put an investment program in place will have a lot more money when they come to retire than those who never get around to it.”

    –Noel Whittaker

  • “Make your days worth remembering.”


  • “Money is only loaned to a man; he comes into the world with nothing, and he leaves with nothing.”

    –William Crapo Durant

  • “Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.”

    –Mark Twain

  • “Riches are not an end of life, but an instrument of life.”

    –Henry Ward Beecher

  • “The taxpayer: that’s someone who works for the federal government but doesn’t have to take the civil service examination.”

    –Ronald Reagan

  • “I have never let schooling interfere with my education.”

    –Mark Twain

  • “There is nothing new on Wall Street or in stock speculation. What has happened in the past will happen again & again. This is because human nature does not change, & it is human emotion that always gets in the way of human intelligence.”

    –Jesse Livermore

  • “Analysts are supposed to be critics of corporations. They often end up being public relations spokesmen.”

    –Ralph Wagner

  • “Inflation is not all bad. After all, it has allowed every American to live in a more expensive neighborhood without moving.”

    –Alan Cranston

  • “Undertake something difficult; it will do you good. Unless you try to do something beyond what you have already mastered, you will never grow.”

    –Ronald E. Osborn

  • “An unhurried sense of time is in itself a form of wealth.”

    –Bonnie Friedman

  • “People’s spending habits depend more on how wealthy they feel than with the actual amount of their current income.”

    –A. C. Pigou

  • “The stock market is that creation of man which humbles him the most.”

    – anonymous

  • “The richest person is the one who is contented with what he has.”

    –Robert C. Savage

  • “We make a living by what we get; we make a life by what we give.”

    –Winston Churchill

  • “To acquire wealth is difficult, to preserve it more difficult, but to spend it wisely, most difficult of all.”

    –Edward Day

  • “Now and then it’s good to pause in our pursuit of happiness and just be happy.”


  • “The true purpose of the stock market is to make, of the greatest number of men, the greatest number of fools.”

    –Bernard Baruch

  • “The principal business of life is to enjoy it.”

    –Samuel Butler

  • “Stocks tend to fluctuate.”

    –J. P. Morgan

  • “A person with great dreams can achieve great things.”

    –Dr. Bob Rotella

  • “There is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible.”

    –Judge Learned Hand

  • “Forecasting is very difficult, especially if it involves the future.”

    –Casey Stengel

  • "Government’s view of the economy could be summed up in a few short phrases: If it moves, tax it. If it keeps moving, regulated it. And if it stops moving, subsidize it.”

    –Ronald Reagan

  • “Money doesn’t bring happiness, but it calms the nerves.”

    –French Proverb

  • “It’s tough to make predictions, especially about the future.”

    –Yogi Berra

  • “It is sheer madness to live in want in order to be wealthy when you die.”


  • “Plan we must!”


  • “The difference between a dream and a fantasy is commitment.”

    –Dr. Bob Rotella

  • “Choice has always been a privilege of those who can afford to pay for it.”

    –Ellen Frankfort

  • “This time, like all times, is a very good one if we know what to do with it.”


  • “An investment in knowledge always pays the best interest.”

    –Benjamin Franklin

  • “Most people are too busy earning a living to make any money.”


  • “The safe way to double your money is to fold it over once and put it in your pocket.”

    –Frank Hubbard

  • ”This is too difficult for a mathematician. It takes a philosopher.”

    –Albert Einstein on filing a tax return

  • “Sometimes the poorest man leaves his children the richest inheritance.”

    –Ruth E. Renkel

  • “There are two times in a man’s life when he should not speculate: when he can’t afford it, and when he can.”

    –Mark Twain

  • “Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes...”

    –Judge Learned Hand

  • “In spite of the cost of living, it’s still popular.”


  • “There is only one thing for a man to do who is married to a woman who enjoys spending money, and that is to enjoy earning it.”

    –Edgar Watson Howe

  • “The avoidance of taxes is the only intellectual pursuit that carries any reward.”

    –John Maynard Keynes

  • “The stock market is a highly efficient mechanism for transferring wealth from the impatient to the patient.”

    –Warren Buffet

  • “I used to have a nest egg, but I blew it gambling; I bet I wouldn’t live this long.”

    –Drew Carey

  • “An optimist sees an opportunity in every calamity; a pessimist sees a calamity in every opportunity.”

    –Winston Churchill

  • “Tax reform is taking the taxes off things that have been taxed in the past and putting taxes on things that haven’t been taxed before.”

    –Art Buchwald

  • “Twenty years from now, you will be more disappointed by the things you didn’t do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade wind in your sails.”

    –Mark Twain

  • “The only investors that shouldn’t diversify are those that are right 100% of the time.”

    –Sir John Templeton

  • “I’m opposed to millionaires, but it would be dangerous to offer me the position.”

    –Mark Twain

  • “Some people think success is having a lot of money; some people think success is not having to have a lot of money.”

    –Dale Rickey

  • “Congress can raise taxes because it can persuade a sizable fraction of the populace that somebody else will pay.”

    –Milton Friedman

  • “Opportunity may knock, but temptation rings the doorbell.”


  • “A good plan today is better than a great plan tomorrow.”

    –Gen. George C. Patton

  • “Not everything that can be counted counts and not everything that counts can be counted.”

    –Albert Einstein

  • “Your emotions are often a reverse indicator of what you ought to be doing.”

    –John F. Hindelong

  • “An investment in knowledge always pays the best interest.”

    –Benjamin Franklin

  • “Do not treat the highly unlikely as impossible.”

    –Larry Swedroe

  • “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.”

    –Jimmy Dean

  • “The hardest thing in the world to understand is the income tax.”

    –Mark Twain

  • Contact us if you need:


    Phone: 707-255-6900