Congratulations You Won The Lottery! Now What?
This weeks Mega Millions lottery is over $540 million! It is the largest lottery in history. If you win the jackpot you probably won’t have to worry about money ever again, right? Wrong! There are a number of things you... Read More →
How Do I Pick 401(k) Mutual Funds?
Most people experience the stock market and investing through mutual funds in their 401(k) at work. When trying to make your picks, you stare like a deer in the headlights at the daunting menu of 10-40 fund choices. You are... Read More →
The Good, The Bad, and The Ugly Reasons to Change Your Portfolio
I often get asked during conversations with clients if they should make some changes to their portfolios. It is probably the second most often question I hear. Usually when a client is concerned about making changes, it is an emotional... Read More →
Where’s the Market Going?
The number one question that I get asked as a wealth advisor is “Where is the market going?” It doesn’t matter if it is a client, a prospective client or someone I just met, everyone always seems to want the... Read More →