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Protecting Profits In Retirement

Monday, June 5, 2017| 1 Comment

Protecting Profits In Retirement 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,… 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

January 25th Market Update

Thursday, January 26, 2017 | Leave a comment

From the November 8th Presidential election to year end, the S&P500 was up 4.6% and the DJIA was up 7.8%.  Though there were initial expectations that a Trump win would cause some immediate weakness in the market, instead, the market focused on policy changes that could have a positive impact on economic activity. For example,… Continue Reading…

Estimated reading time: 9 minute(s)

In Investing Retirement Planning Wealth Management

We Have A New President….

Wednesday, November 9, 2016 | Leave a comment

Monday we wrote that the market typically moves based on variances from expectations.  Yesterday’s election is an obvious example as the market had predicted, with high odds, a Clinton win thus, the strong rally over the last couple of days.  Since the Trump victory was unexpected by markets around the world, the variance from expectations… Continue Reading…

Estimated reading time: 5 minute(s)

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November 07 Market Update

Monday, November 7, 2016 | Leave a comment

The S&P500 went down 9 days in a row for the first time in about 36 years. Sounds dire, until you realize that it only went down 3% over that period. The market pullback has been very methodical primarily caused by three main uncertainties; Oil, The Election & The Fed.Oil has retreated due to a… Continue Reading…

Estimated reading time: 8 minute(s)

In Investing Wealth Management
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