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

Retirement Planning

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

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 |

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

Q3 Market Update

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)

In Investing Retirement Planning Wealth Management

Q1 2016 Market Overview

Tuesday, April 12, 2016| 1 Comment

Quarterly Market Overview April 11, 2016 The first quarter and year began with the worst five day start in market history. A mid-January attempt at a bounce failed and the market made a correction low on February 11th.   We released a post to the Latest News section of our website on February 8th to calm… Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management | |

Unlock the full potential of your on-line safe deposit box

Wednesday, March 9, 2016 | Leave a comment

Do you have the ability to see your full financial picture on-line?  Are you aware of all of the functions in Blueleaf?   Blueleaf has the ability to show you a weekly snapshot of your entire financial picture.   You can add your credit card accounts, mortgages, loans and even important documents.   I recently heard… Continue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Wealth Management |

IRA Contribution Reminder

Tuesday, February 23, 2016| 1 Comment

Don’t forget to make your 2015 IRA contributions.  The cut-off date for 2015 contributions is April 15, 2016.  If you have not contributed to your IRA account, you still have time.  Contribution limits for Traditional IRA’s are simple.  For individuals under age 50 the maximum you can contribute is $5,500.   For individual’s over age… Continue Reading…

Estimated reading time: 3 minute(s)

In Investing Retirement Planning Wealth Management | | | | | |