Taking Sick Stocks’ Temperature
As you’ve surely noticed by now, I’m confident about the long term strength in the economy, even if the short term outlook is virtually unknowable....
One of The Most Prominent Retiree Risks: Sequence of Returns
Imagine spending decades meticulously planning and conscientiously saving for retirement only to experience a bear market shortly after leaving the workforce. Suddenly, you’re ready to...
What Does Your New Retirement Look Like?
Retirement today is not the same as it was 30, 20, even 10 years ago. Because we’re generally living longer nowadays (we might need to...
THE FINANCIAL EQUATION: Diversification: What You Need to Know
It’s hard to believe I’ve been writing and getting financial articles published for years and I’ve yet to cover the topic of diversification with my...
Tips To Make Sure Your Beneficiaries Are Accurate
There are numerous life events that can make us reconsider who we want to leave money to in our 401(k)s, IRAs, 403(b)s, annuities, life insurance...
Your Portfolio During a Trade War
Trade Wars in The News Anyone who has checked the news once in the past month knows that America is on the precipice of a...
What to Consider When Selecting a Financial Advisor
Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...
Why Independent Financial Planners are Better than Advisors Who Work at a Big Firm
Myth: Working with a financial planner from a big, well-known firm is always best. Truth: Small, independent financial planners offer huge benefits for an investor....
What Are Those Letters After Your Name? Credentials for Financial Advisors Explained
Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...
