Estimated Reading Time: 2 minutes Oftentimes a good remodel can be a catalyst for positive change. My wife and I recently did a ‘refresh’ of part of our house and it’s remarkable how good this makes you feel once the…
Estimated Reading Time: 3 minutes Surveys by Gallup and The Federal Reserve estimate that between 52-54% of U.S. investors have stock market exposure directly or indirectly. Several other studies point to around the same percentage of investors who, at least…
Estimated Reading Time: 7 minutes Maintaining financial balance can be a daunting challenge. Balance is crucial since this provides stability and steadiness. Ultimately, financial balance protects you from falling or even failing financially. These 28 steps will help you achieve…
Estimated Reading Time: 2 minutes With all the gnashing of teeth over day-to-day financial worries, there are just four primary ingredients in the ‘secret sauce’ for your financial success. Each ingredient is readily available yet difficult to faithfully put into…
Estimated Reading Time: 3 minutes The most pressing question for many investors is a simple, yet difficult one: Will you run out of money before you die? Everything else really pales in comparison. A recent report from the World Economic…
Estimated Reading Time: 2 minutes Death, taxes, and oh, one more…inflation. Those are all guaranteed. Well, there have been a few years, (the last year was 1954), where we had deflation but for the most part, ever increasing costs for…
Estimated Reading Time: 3 minutes Because of increasing life expectancies, the decade between ages 50-60 is sometimes referred to as the “new 30s.” Your 50s is like a pause between different chapters of your life. It’s a place to catch…
Estimated Reading Time: 4 minutes Helping investors prepare for the fragile decade, (the five years prior and five years after retirement), is a central focus for our firm. While people are living longer for sure, in many cases, their financial…
Estimated Reading Time: 3 minutes Let’s face facts. The overwhelming majority of firms operating broadly as financial advisors are of the “lowest common denominator” variety. Traditional financial services firms (Wall Street firms, insurance companies, banks, etc.) aren’t really about “service”…
