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Why Beta Is Important to Understand In Your Investment Portfolio

Wednesday, October 11, 2017 | Leave a comment

A common question I answer about investing is, “I’ve heard the term Beta before, but what is it and how does it affect me”. In this article I’m revealing why it’s important for you to understand what Beta is? It’s important for you to understand what Beta is because you want to know the amount… Continue Reading…

Estimated reading time: 13 minute(s)

In Investing Wealth Management | | | | | | | |

The Importance of Investing in Yourself

Monday, July 24, 2017 | Leave a comment

Recently, I was able to contribute to an excellent, and important, article written by Jeff Rose, CFP of Good Financial Cents. Jeff had asked me to share a tip about How To Invest In Your 20’s. Here’s how Jeff added my tip to his article featured on Forbes.com. Tip #6: Invest in yourself. No matter… Continue Reading…

Estimated reading time: 13 minute(s)

In Investing | |

There Are Asset Preservation Strategies Being Kept Secret From You. Did You Know?

Tuesday, June 13, 2017 | Leave a comment

In this post, I am continuing our subject regarding the importance of protecting your profits in retirement. Last video I talked about the differences between asset accumulation and asset preservation and how I feel it is important as you near or are in retirement to transition from asset accumulation to asset preservation because, quite honestly,… Continue Reading…

Estimated reading time: 6 minute(s)

In Investing Retirement Planning | | | | | | | | | | | | |

Protecting Profits In Retirement

Monday, June 5, 2017 | Leave a comment

I specialize in working with people 57 and older. The reason why is because protecting principle and profits is a whole different discipline than accumulating assets.   I recommend to all my clients, as you near or are in retirement, you should be protecting as much of your profit base as possible, if you don’t… Continue Reading…

Estimated reading time: 5 minute(s)

In Investing Retirement Planning Wealth Management |

Investment Management Quarterly Market Update

Wednesday, April 26, 2017 | Leave a comment

Below is our Quarterly Market Update for our investment management clients.  Please pass this information to anyone who may benefit from our solid quarterly review. Last quarter we wrote, “The market itself is a leading indicator.  The simple fact that it is doing well now may foreshadow better times ahead.”  That said, we stay focused… Continue Reading…

Estimated reading time: 8 minute(s)

In Investing

Are You Gambling With A Las Vegas Style Retirement Plan?

Friday, April 14, 2017 | Leave a comment

  Picture this scenario…you’re in Las Vegas at a random blackjack table and you’ve brought $500 to the table. You’ve told yourself, “I’m keeping my $500 in my right pocket and all of my winnings will go into my left pocket. If I lose 15% or $75 out of my right pocket I’m out. I’m… Continue Reading…

Estimated reading time: 9 minute(s)

In Retirement Planning Wealth Management
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