Patience is a Virtue
I completely understand that the last few months have been scary with the swift drops in the market. Clients call everyday expressing their concerns, and asking me where do I think we go next. Look, it’s completely normal to have... Read More →
Can You Have Too Much Life Insurance?
Everyone makes mistakes. Heck, I make them all the time! I’ve been doing a number of financial plans lately. Within each financial plan I review life insurance needs as a part of the risk management section. Lately I’ve found many very... Read More →
Time to Stress Test Your Investments
When I think of stress test, I imagine a patient in a doctor’s office running on a treadmill. Along with tons of sensor patches connected all over the chest. The point of the stress test is to measure just how... Read More →
What’s Your Plan If The Market Falls?
It’s on every investors mind. Shall we dare speak it? What will I do if the market falls? If you’ve been investing for any length of time then you’ve experienced a market correction much like the one we are in now.... Read More →
Data Breaches – What’s A Poor Credit Card User To Do?
Holy crap another credit card data breach?! What’s a poor credit card user to do? First, well first and second, it was Target. Then Home Depot and now K Mart. These breaches are starting to be more and more common.... Read More →
6 Must Have Insurance Policies
Protecting wealth is probably just as important as creating it. Insurance remains a crucial part of a well thought out wealth strategy. Poor planning in just one of these areas could be detrimental to your long-term wealth. It will only... Read More →
Got Wealth? Here’s How To Keep It
You’ve saved for years and accumulated quite a pile of wealth. Congratulations! Now your main concern may be keeping it. High net worth clients say their biggest worry is holding on to that pile of cash. You got some dough,... Read More →
Avoid The Freak Out!
Here we go again! Well there is no doubt that the stock market has entered correction mode! Brilliant statement, right? Unfortunately, this one may smack a few investors in the face. Why? Well, we haven’t had a substantial correction in... Read More →
The Most Dangerous Time in the Stock Market
We are in a dangerous time in the stock market. It’s not a dangerous time because of a crisis or volatility. It’s dangerous time because investors start to become overconfident. We have not had a substantial stock market correction in... Read More →
Is Your Risk Tolerance Increasing?
I have been having more and more conversations about changing portfolios lately. Change them how, you ask? Increasing the risk of the portfolio. In the 20 plus years I’ve been advising clients, I see it during every bull market. Investors risk... Read More →