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...

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Bridging the Gap through 2017 & Beyond

Posted by on Jan 16, 2017 in Goal Achievement, Investments, Life Insurance, Protection Planning, Retirement | 0 comments

Resolutions, Fizzolutions. It’s not enough to want to change something. If all you do is WANT something to happen, it simply won’t. There’s a magic switch that has to go on, and only you can throw it for yourself. Call it the Ah, ha! moment, an epiphany, or holy crap! It has to happen to you, for you, by you. Most times, it’s when a major event occurs in our lives, like having a baby, buying a house, getting divorced, turning 50. You get the idea. New things you do this year have to be so compelling, that nothing will stop you. It wouldn’t hurt if they were easy to...

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Should You Convert? … to a Roth IRA, that is

Posted by on Sep 2, 2016 in Business Owners, Estate and Trust Planning, Goal Achievement, Goals, Income Tax Planning, Investments, Retirement | 0 comments

“To convert, or not to convert. That is the question.” OK, Shakespeare I’m not. But, I have had the question posed to me many times over the years, and sometimes I suggest it even though it wasn’t on a client’s radar. There are a lot of factors that go into this complex decision, and you need to be aware of what they are. I’ve compiled the pros and cons below from my experience with hundreds of planning cases over the years. You’ll probably choose one more of the yes and no reasons, so the decision is going to have to be based on which aspects are...

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