Hey Boomers, Can You Imagine Retirement?
Most Americans CAN imagine retirement! Days at the beach, fishing, travel, shopping, visiting the family or rocking in the hammock in the backyard. But for...
When Should I Start Investing?
Generally, it is wise to start investing some funds almost as soon as you start earning them. When it comes to saving for retirement, this...
Can You Reach Your Financial Goals for Retirement?
I was taught by my coach, Jack Beatty, to reach one’s goals generally involves having a person to hold you accountable to create a plan,...
Is Investment Rate of Return the Right Measuring Stick?
What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...
Who Says You Can’t Time the Stock Market? Why Market Timing Is Easy
At some point every investor, trader, or stock picker has dreamt of buying a stock right before some major news turning him/her into a retired millionaire...
6 Ways a Financial Advisor Can Help You
Many may view the role of a financial advisor as one who has unique insights into the market to give their clients an advantage. However,...
Diminished Capacity and the Fiduciary Standard
Sometimes inaction is the right action (the fiduciary standard) when faced with an elderly prospect that presents signs of diminished capacity. A few weeks ago,...
How to Choose Your Financial Advisor
Choosing a financial advisor is a big decision. In the beginning, having more questions than answers may actually help guide your search. For example, is...
The Best (Safe) Investment You’ll Ever Make – Paying Down Your Mortgage
Are you looking for peace of mind, and significantly improved monthly cash flow? This could be a great time to pay down or pay off...
How Investment Advisor Fees Add Up
In the pursuit of an investment advisor or investment manager one of the most important (and unfortunately complicated) pieces of information to obtain is their...
