Posts by webteam

Risk: A Major Disconnect For Some Investors (Pt. 2)

In this article series, we are exploring a few ways that I believe some clients and financial professionals may have a disconnect in their conversations about risk—especially when planning for retirement. When clients are primarily wanting to grow and save their assets FOR their retirement years, the risks they should consider are different than some…

Read More

Risk: A Major Disconnect for some Investors (Pt. 1)

One of the most common words used in the investment world is risk. Of course, seasoned financial professionals will often qualify the term with a descriptor so that we get things like: market risk, interest rate risk, company risk, reinvestment risk, etc. In fact, the number of ways that risk can be broken down into…

Read More

Dear Retirement Investor, What If You're Wrong?

Over the last several weeks, it has been a whirlwind of headlines from the financial media. Despite some very encouraging fundamentals in the economy—GDP growth, corporate earnings strength, positive corporate response to tax reform—we have recently rediscovered market volatility. In February, we saw a 10% drop in some of the indices in only 9 trading…

Read More

We Hold The Line

I hope that by the time you’re reading this, the majority of the stock sell off has occurred. Of course, we may still have a few more storm clouds to weather. And that’s ok. The financial media is already using their platforms to sound the alarms because, for them, this is Christmas in February. Over…

Read More

The Power of Distraction

We live in an amazing digital age. Today, thanks to technology, I am able to not only connect with friends from all parts of the globe—I can video chat with them, see their life moments in (almost) real time, and participate in their funny jokes and videos they share online. This connectivity is wonderful in…

Read More

Can A Navy Seal Teach You About Finance?

Is it possible to apply leadership and life lessons from the military to your financial life? The answer is a resounding YES. I’ve been in the financial industry long enough to hear some pretty creative metaphors for financial stewardship, and to be fair, some are fantastic, while others are weak or overused. I mean, if…

Read More

The Top 5 Things You Should Do With An Inheritance

Receiving an inheritance is nothing short of a blessing. With increased longevity taking hold of both the Baby Boomers and their parents, it’s likely going to stretch many a nest egg just to make it through one’s retirement years. If you consider that healthcare costs also tend to be the highest in the last few…

Read More

The 1% Solution

According to the 2016 Insurance Barometer Study by Life Happens and LIMRA, 1 out 3 households would have immediate trouble paying living expenses if the primary wage earner died unexpectedly. Note: I added the word “unexpectedly” to that sentence because let’s face it, most of us go through our lives each day with our minds…

Read More

Your Portfolio Won't Save You

In the many years that I have been fortunate to work with couples and families as they plan for their financial future, I have seen, heard, and witnessed just about every type of financial mindset you can imagine. From the “Free Spirits” to the “Doom and Gloom” to the “Fiscal Hawks”— it’s been a colorful…

Read More

Can Your Retirement Survive a Low Return Environment?

What kind of retirement income can you expect if the stock market doesn’t produce the types of returns you’re anticipating? It’s no secret today that retirees are facing many challenges as they move into their retirement years. Longevity, for one, is becoming a real risk multiplier for the Baby Boomer generation since it amplifies the…

Read More
Call Now Button