If you’re invested in the stock market right now, like it or not, you’re casting “votes” in its campaign for growth or decline. More money in the market equates directly …
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 …
Should You be Scared Too?
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 …
Leaving Financial Talk Behind To Discuss Water Heaters, Apple, and Clutter
Can you imagine receiving an email each week that passionately discusses the features and benefits of water heaters? “Every week, it’s all about water heaters with this guy!” Well, sometimes …
How Clear Is That Crystal Ball?
Keeping with the theme of last week’s article on markets and those people who attempt to forecast them, I thought it might be fun to ask a few more questions …
Can the Financial Markets Be Trusted?
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the market is ripe for a big selloff in September or …
Who is Really “Winning” At Retirement?
I’d like to share a few important discoveries that we’ve made in our business. This list is actually pretty insightful, and it’s one that you helped us make. Those who …
Special Feature: Planning For Your IRAs
If you have at least $200,000 in your retirement accounts, it’s now more important than ever to make the right plans for your IRAs and to integrate these plans into …
2014 Year in Review – Special Feature
2014 Review “It was the best of times, it was the worst of times….” The often-quoted opening line of Charles Dickens’s Magnum Opus, A Tale of Two Cities might be …
Global Thought – Special Feature
A Holiday Gift for Everyone This article is offered by one of our money managers, Global Financial Private Capital. It does such a nice job of cutting through the clutter …