If you aren’t aware of the roller coaster the market has been on these past few years, you’re probably living under a rock. And since talk of the markets often makes us want to go find said rock and tune out the news, why not get a little help?
Read MoreThese past few months have been a doozy. Hurricanes, wildfires, a mass shooting, political chaos, international uncertainty (aka North Korea getting feisty). Do you feel like you’re just waiting for the next shoe to drop?
Read MoreThere’s always been some kind of starry-eyed dream around the idea of making a big payoff in real estate investing. I’d say about half my clients have floated a real estate idea in one form or another to me over the years.
Read MoreThere are few things in investing (and life) that are guaranteed. But the one thing we can count on for sure is that the market won’t stay at the same level. What goes up must come down.
Read MoreWhen you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio where every piece of the puzzle works together to build wealth towards your financial life goals?
Read MoreRight now we are experiencing the second longest bull market in US history. A year ago we moved into that position when we overtook the post-World War II bull market. This can’t continue forever.
Read MoreWhy would you compare your investments to a benchmark that doesn’t represent your finances as a whole?
Read MoreAfter more than two decades working with investments and finances, I am convinced that in investing, the simpler, the better.
Read MoreYes, it’s an election year, so there is guaranteed to be some level of uncertainty (and not just in the markets!). But at the same time, a major international crisis or domestic event could occur tomorrow that could also throw the markets into turmoil.
Read MoreBuying and selling stocks would be much easier if only there were an investment indicator that was dependable. One indicator in particular has lured many investors into its seemingly sound logic.
Read MoreA demonstrated track record for responsible money management is certainly not the only reason to consider one fund company over another. But, to us, it’s a better indicator than any stars of past performance.
Read MoreTo put the current manic behavior of the market in perspective, it helps to look at history as a guide.
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