10 Common Retirement Mistakes

In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your golden years. And I want you to enjoy those years without worrying about having to take out a reverse mortgage on your house.

Build More Wealth

It's no surprise that money is the biggest source of stress for Americans. In fact, a survey by the American Institute of CPAs found that more than half of Americans with debt say that it's negatively impacted their lives. If you want to take control of your finances, here are five easy tasks that can help get you moving toward financial health and growth.

IRA Misconceptions and How You Can Make the Informed Choice

Some IRA planning and investment strategies may appear easy to execute, but errors can lead to unexpected taxes or penalties, loss of the IRA’s tax-exempt status, and even disinherited beneficiaries. Where can things go wrong? Here are five common IRA misconceptions, as well as tips for making a more informed choice.

If They Could Turn Back Time...

It’s an age-old question that most people can’t resist daydreaming about. If you could turn back time, what would you have done differently? Some people might have chosen to invest more in relationships. Others may have taken more—or fewer—risks. Many would have devoted more time to having fun.

After Accumulation

For years, you have tucked away a portion of your income, saving and investing along the way. But now that you’ve grown your assets, it’s time to start drawing on your accounts. While this may appear to be a simple matter of selling a particular stock, there is something of an art to taking distributions. Determining which assets to liquidate, and when to do so, requires careful analysis of

Countdown to Retirement...3 Years

At this point, retirement is clearly within reach. You are so close - just a few more years to go! Here are some items you should consider as your target retirement date draws nearer.

Is the Worst Yet to Come for the Stock Market?

In this video I compare the tech bubble of 2001-02 and the financial crisis in 2008 with today’s COVID-19 market crash. By reviewing the S&P 500 and the U.S. 10-year Treasury, I give you some insight as to what may happen in the United States investment markets.

How to Create Wealth Using Dollar-Cost Averaging

This video explains how dollar-cost averaging works in your investments.

Macro Economic Update: Volume 1, Issue 4

Sector Update

Macro Economic Update: Volume 1, Issue 3

IntroductionThe following is a brief, hopefully easy to understand, explanation of where we feel global markets presently stand. 

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