July 2021 Update
Friends of Colwyn:
I hope you are well this Middle of July. I certainly love our Country and this time of the year I am always reminded of the freedoms I enjoy. As I research economic […]
1907, 2021
1908, 2020
Course Outline
Course Outline
Section 1: Life Planning for Retirement
Traditional vs. new retirement
New retirement opportunities
Values and objectives in nine areas of life
The retirement planning process
Section 2: Retirement Needs & Expenses
Early retirement trends
How […]
1908, 2020
Investment & Retirement Planning Education Course
You are invited to…
An Investment & Retirement Planning Education Course
An Educational Course for Adults – Ages 50 +
Why Financial Education is Important
Due to recent tax law changes, an uncertain future for Social Security and the […]
1008, 2020
The path for uncertain times…
Welcome to August! As we continue to march through a remarkable year, I hope that all of you are doing well and can see a path forward.
First, a little financial update – although the GDP […]
2304, 2020
Avoid the scammers
A quick note today on protecting yourself from scammers during these uncertain times that we are living in. We are seeing more concerns with scammers attempting to defraud people during COVID lay offs and the […]
2303, 2020
It was just an old watch…
I want to tell you a story about a watch. Many years ago my mother passed away unexpectedly. Dad had died a few years prior and so in my late 30’s I found myself without […]
603, 2020
Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…
Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…
There is a fascinating discipline in the world of marketing and decision science called ‘Choice Architecture’. This discipline affects […]
1102, 2020
Core Principles Series #9 – Whose money is it?
Core Principles Series #9 – Whose money is it?
In the world of investment, there are three types or categories of investments. Those are: 1) loans, 2) assets, and 3) products. There are lots of different […]
3001, 2020
Core Principles Series #8 – The Endowment Mindset
Core Principles Series #8 – The Endowment Mindset
Nearly all large charitable or educational institutions in the US and Canada have large scale endowments. An endowment is a pool of investment resources that have generally been […]
2801, 2020
Core Principle Series – Principle #7- ‘Fail to plan – Plan to fail’
Core Principle Series – Principle #7
‘Fail to plan – Plan to fail’
This principle is crucial for your own protection. If you read through the three scenarios that I posted earlier, you will have noted that […]
