Core Principle Series - Scenario #2 - Jan and the annuity Jan just turned 68 this year and is glad to have the new year bring the potential of better days. Her husband died last June and gratefully he did have a life insurance policy of $250,000. After burial expenses
Core Principles Series - Scenario #1 John and the lump sum of cash As we walk through each of the 10 core principles of smart investing, it will be helpful to have some real life examples of circumstances and decisions that people have made to help with our discussions. John
Ten core principles of smart investing: Principle 1: Don’t put all of your eggs in one basket Principle 2: If it sounds too good to be true, it probably is Principle 3: Urgent and only available today = wrong Principle 4: Follow the money Principle 5: Buy low and sell
As the volatility continues, I can always find some calm waters by remembering the fundamentals, sound decision making within the financial markets always come back to them. I am eager to look at earnings and growth, unemployment and inflation. Geo-political problems and unrest trade issues will eventually be resolved and
I wanted to share some thoughts about the current markets that align with my sit and watch mentality. This from FS Investments: Sitting tight In a week dominated by geopolitical headlines, corporate credit was unchanged to modestly weaker, with high yield bond prices slipping slightly toward week’s end amid a
Welcome to 2017! I hope you are well as we begin this new year! 2016 was a pretty crazy year. We began the year with some significant down turns across all the markets and increased volatility. Oil prices dropped to 15 year lows and there was global concern with China,
The Weekly summary... "Schwab Market Perspective: Round and Round We Go… By Liz Ann Sonders Brad Sorensen Jeffrey Kleintop - September 16, 2016 Key Points After August’s all-time highs followed by a stall, stocks were once again jolted into action by mixed messages from the Federal Reserve (Fed). We continue
Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial advisor who is candid, trustworthy, unbiased and provides personalized investor advising for each client. That search often leads them to a fee-based Registered Investment
In an attempt to keep all of our clients informed. We post the following from IPA, Investment Program Association. Although we are an Investment Advisory Firm and we are not associated with a Broker Dealer, there will be some changes to our client reporting as we do hold many non-traded
We believe there are some choices you need to be aware of that perhaps you hadn’t considered before. Let me ask you a few questions: Are you familiar with the difference between an RIA firm and a traditional investment broker or benefits administrator? Has someone from your 401K or retirement