Wednesday, August 15, 2018 | Leave a comment
If you’re like most investors, your 401(k) plan is one of your largest assets – if not the largest. So why is it that so many people who are putting away a substantial amount of money for the future don’t really pay that much attention to what it’s invested in, or how those funds are… Continue Reading…
Estimated reading time: 7 minute(s)
Sunday, July 15, 2018 | Leave a comment
401(K) Pitfalls High Management Fees The most common (and obvious) talked about pitfall to avoid inside 401(k) plans is avoiding paying high management fees. It seems most of the talk around increasing account performance revolves around this strategy. However, there is one very significant, but little talked about, pitfall that 401(k) participants should avoid that… Continue Reading…
Estimated reading time: 12 minute(s)
Wednesday, October 11, 2017 | Leave a comment
Beta Market Risk-What You Need To Know 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… Continue Reading…
Estimated reading time: 13 minute(s)
Monday, July 24, 2017| 1 Comment
The Importance of Investing in Yourself 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… Continue Reading…
Estimated reading time: 13 minute(s)
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)
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)
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: 9 minute(s)
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)
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)
Sunday, October 16, 2016 | Leave a comment
In the last Quarterly Market Overview we discussed the narrow market range and said, “We believe the market will soon break above current resistance. We should see new highs in time and, the momentum established as we finally break above this significant resistance area could propel the market for a while.” By mid-July the S&P500… Continue Reading…
Estimated reading time: 10 minute(s)
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