Here’s How To Protect Your Financial Accounts From Hackers
As a financial advisor I usually don’t write about financial theft or hackers. However, with the recent security breach at Target it may be time. Around Thanksgiving thousands of credit and debit cards that were used in Target stores were... Read More →
How To Invest With Minimal Risk
One of the basics of investing is that it involves risk. It’s virtually impossible to eliminate it all together. Even guaranteed investments like bank CDs have interest rate risk. There are many different measurements of risk. Wall Street uses terms... Read More →
How Much Life Insurance Do You Really Need?
How much life insurance do you really need? As usual there is no definitive answer. It varies for everyone, and it depends on your unique situation. Right up front I want to give my opinion on life insurance. First, it’s... Read More →
Where’s The Market Headed?
This stock market rally has really been quite impressive. It hasn’t received the respect it deserves. In fact, I’ve heard it called the Rodney Dangerfield of market rallies! As of this article,the Dow Jones Industrial Average is up 15%, the... Read More →
It’s Not Monopoly Money
Play money. Otherwise known as a personal trading account. Even the sound reminds you of the game Monopoly. Unfortunately for me, it has a negative sound. A lot of clients want to have their cake and eat it too. They... Read More →
I Don’t Need Long-Term Care Insurance…Think Again
Over the last week, I’ve had two clients that had to deal with the massive expense of Long-Term Care. This post will be about the two different experiences they both had. In both cases, I discussed the need for Long-Term... Read More →
Rough Seas Ahead? Here Are Some Portfolio Protection Strategies You Can Use Right Now
I can’t help but compare a stock market correction to the rough seas I experienced in the Navy while aboard ship. Every time we have market correction, it would seem many investors start to get sea sick. What I mean is their... Read More →
The Four Biggest Risks in Investing
No investment in the world is without risk. Yes, retirees that includes your local bank CD! When you mention the word risk, most people think of the stock market or the potential to lose your money. Unfortunately, risk cannot be... Read More →
Book Review: The Big Retirement Risk
I have a pretty good collection of books about financial planning and investing. So I’m usually not surprised or impressed by new books coming out about the subject. That was not the case with Erin Botsford’s, The Big Retirement Risk.... Read More →
Oh No! Not Another Market Correction!
Stock market corrections are inevitable and a part of investing. With the most recent stock market correction underway of around 5%, I thought I try to put it into perspective. They are also something that most investors don’t want to experience... Read More →