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Blog

Our thoughts on the markets and actionable ideas to better manage your investments.

 

Monday, March 9, 2020

After the S&P 500 returned 30% in 2019 we’ve seen the tides change faster than ever. Over the last two weeks headlines have either read “New Coronavirus Scares” or “Dow tumbles/jumps 1000 points”. Last...

 

Thursday, January 23, 2020

Entering in to the third week of 2020 many individuals and businesses are beginning to learn how the SECURE Act, signed on December 20th by President Trump will be impacting their retirement and qualified accounts. While there are both...

 

Thursday, November 21, 2019

Attorney Case Study 3 of 3: I’m too small to have a plan As we wind down to our final case study relating to common law firm misconceptions, I want to address those firms that think they’re too small. I’ve seen firms...

 

Friday, October 25, 2019

Hold on to Your Big Wins - It’s Not About What You Make, it’s What You Keep! Potential Strategies to Keep More of What You Make As we proceed in to the second case study of three, I’ll share two stories that...

 

Tuesday, October 15, 2019

Let me tell you a little story of three law firms, one big bad wolf (IRS), and the house that protected them (their 401k plan). As you may or may not know, I specialize in working with business owners private wealth management and...

 

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Thursday, September 26, 2019

When you think Disney, you think magical experiences. Every bit of the experience, Disney thought through each detail. From your welcome greeting and character interactions, to how their characters and cast members point and address...

 

Friday, August 16, 2019

3 Considerations If You’re Investing for Growth in this Volatile Market & 1 Idea You’ll Likely Never Hear from a Financial Advisor Let me start by stating that my last blog was geared towards those preparing or living in...

 

Thursday, August 8, 2019

How is your portfolio handling the volatility? Three changes we’re making to portfolio’s & Three questions you need to be able to answer about yours. Right now is one of the best times to evaluate your portfolio and look at...