Can Your Portfolio Withstand Serious Volatility?

Posted by on Sep 14, 2017 in Miscellaneous | 0 comments

Sept. 14, 2017 -- Other than a few bumps in the road, it's been up and away with the stock market since the capitulation day in March, 2009.You'd think a super hero has had something to do with it.Sometimes the headlines create fear, especially in the wake of the devastating floods, political turmoil, and threats from scary countries.But, the bullets have been bouncing off the markets of steel so far, but how long can it last?History shows that it's just a matter of time ... when, not if, a "correction" will occur.As often happens during economic and market expansions, people often fall...

Read More

You Don’t Need No Stinkin’ Budget!

Posted by on Jul 5, 2017 in Budget, Cash Flow, Spending | 0 comments

That’s right, you don’t … if you are doing or have done one or more of the following:You know how much you need to save each month for your various goals and meet or exceed those amounts each year.You regularly review the items on your checking account statements, including transfers to and from other accounts.You aren’t carrying balances on any credit cards.You track your spending details online and are living below your means.You track your spending on a spreadsheet or accounting program on your computer and the amounts match the flows in and out of your checking account.Your bu

Read More

Investor Behavior: Caveats to Smart Investing

Posted by on Feb 18, 2017 in Blog, Goal Achievement, Goals, Income Tax Planning, Investments, Retirement | 0 comments

Individual Investors Continually Under Perform the Markets Year in, year out, investor behavior causes individuals to react emotionally to economic, market and political news, which costs them a lot in the long run. Those who have sat on the sidelines waiting to see the outcome of the election have missed record breaking stock market performance. When the boat’s at sea, you have to wait for the next one. Of course, past performance is no guarantee of future results. An investor could have found multiple reasons every year to pull their money out of the market or wait for things to...

Read More

Nothing Says “I Love You” Like A Sound Estate Plan

Posted by on Jan 27, 2017 in Blog, Estate and Trust Planning, Goals, Income Tax Planning, Life Insurance, Protection Planning | 0 comments

Here Are The Basics Everyone Should Know About Estate Planning:By definition, this is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple...

Read More

1987 Fun Facts

Posted by on Jan 16, 2017 in Fun Stuff | 0 comments

  How many of these do you remember from 30 years ago? Ronald Reagan made his famous speech, “Mr. Gorbachev, tear down this wall.” The Berlin wall, that was. The world population was estimated to be just over 5 billion. It is over 7.3 billion now. Popular Movies: Fatal Attraction, Moonstruck, Wall Street, The Last Emperor The unemployment rate was 6.2%. A first class postage stamp was 22 cents. The average increase in price has been less than 2.5% over the 30 years. Record of the Year: Higher Love by Steve Winwood. The New York Giants beat the Denver Broncos in Super...

Read More
Page 1 of 41234