A Free 60 Minute Discovery Session Could Change Your Entire Outlook on Retirement in Ways You Wouldn’t Expect. A recent study revealed that 43% of retirees will run out of …
Back to the Basics: Goals-Based Investing
It’s very likely that you have more than one investment account. Maybe you have a few IRAs, a joint account, a 401(k), and maybe a trust account as well. Have …
Selling Discontent
I’m susceptible and I’ll bet you are too. It’s deafening when you begin to hear it; its influence is almost overwhelming once you begin to feel it. What is this …
If a Tree Falls In the Woods, and Other Election Year Thoughts
Here we are, in the midst of a presidential election season, and we’re all searching for answers. People are asking themselves, “Why on earth would someone in their right mind …
Forecasting the Weather and Pending Economic Collapse
Greetings! It’s supposed to be 55 degrees on this February Friday. Hallelujah! In the course of a long winter, a spring-like day will return smiles to our faces and convertibles …
What Newer Retirees Consistently Tell Me
There’s one thing I can report that I’m NOT hearing from newer retires: that it’s awful. That’s right. Not a single time have I heard someone say they’re loathing their …
One Pound Five Ounces
By the numbers: the Dow Jones Industrial Average (“The Dow”) is down around 2,000 points from its high, Federal Bank interest rates are .5% and possibly going lower, and our …
Has the Market Found Bottom?
This is the trillion-dollar question, right? Has the market – and the millions of investors participating in it – decided that prices are about right now? Oil prices have begun …
To Rise Above It All…
The stock market has been hammered as of late. You already know this. I’ve offered a number of strategies and tactics in recent emails that a number of our client …
Investing Options In A Falling Market
Warren Buffet, the “world’s great investor,” lost $11 Billion last year. His famed fund, Berkshire Hathaway, was down 10.5% in 2015. Sure, you and Warren Buffet are well aware that …