Am I putting away enough money for retirement?
Does your advisor have YOUR best interest in mind?
Countdown To The Closing Bell on Fox News
What is happening with your Social Security next year?
Natural resource stocks have boomed since the election. What does this mean for your portfolio?
In this pleasant season of thankfulness, many spend time reflecting on the blessings in their lives. When you count your blessings, are you naming your investments? Here are three reasons why you, and your family, can give thanks for them year after year.
Most of our clients are over 55 and know what they want. But sometimes people are referred to me that simply want to know how their investments can help their family. Until you understand what money really is, raw material to live a life, can you appreciate and respect the investment process? How about I share with you what I do to take care of my family?
Take a step back and look towards the future now that a frustrating election cycle has ended. We have been in a media lock down where everything from your morning commute to retirement portfolio has been politicized. Let me explain the real long-term effects of what just happened.
"The industry is expecting clients to feel better and better about letting a computer know what is best for them but it isn’t working! How can a computer ever know that you work two jobs, or just had a baby, or just retired from 30 years of service from a company with complicated pension schemes? How can a computer know that you have multiple streams of income and your portfolio is only one of them? How can it know what your Social Security strategy is?"
We make use of volatility, rather than react to it with fear.